We discuss the process and structure of our recent analysis on Constellation's 5 operating KPIs. We explore:

How CSI reports revenue and cost lines in consolidated vs opco accounts
The 5 major KPIs CSI uses to manage VMS businesses
CSIs moat vs other VMS acquirers 
What one can learn from the 5 KPIs in operating VMS

We discuss the process and structure of our recent analysis on Constellation's 5 operating KPIs. We explore: How CSI reports revenue and cost lines in consolidated vs opco accounts The 5 major KPIs CSI uses to manage VMS businesses CSIs moat vs other VMS acquirers What one can learn from the 5 KPIs in operating VMS

Constellation Software: Operating KPIs

IP Fieldwork is a podcast hosted by In Practise, an investment research platform for fundamental investors. This podcast is focused on the art of primary research. How can investors have better conversations with industry executives to learn more effectively? How can we check our biases? Ultimately, how can we build conviction and disprove our hypotheses through primary research? Disclaimer: This interviews are for informational purposes only and should not be relied upon as a basis for investment decisions.

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Constellation Software: Operating KPIs

Constellation Software: Operating KPIs