We discuss the 6-month research project that led to our report on CSI's competitive risks. We discuss why it seems everyone today is rolling up VMS and the potential risks to CSI, including: 
How many CSI copycats we found across US / EU 
How their strategy differs to CSI
How increased competition may increased CSI ROIIC

We discuss the 6-month research project that led to our report on CSI's competitive risks. We discuss why it seems everyone today is rolling up VMS and the potential risks to CSI, including: How many CSI copycats we found across US / EU How their strategy differs to CSI How increased competition may increased CSI ROIIC

Constellation Software & VMS Competition

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 & VMS Competition

Constellation Software & VMS Competition