Constellation Software (CSU.TO) | Not So Deep Dive


Manage episode 297529618 series 2667710
By CCM Media Group and Chit Chat Money. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Constellation Software acquires and operates many differing software businesses. The company specializes in niche sectors of the software market. Listen in as Ian, Brett, and Ryan go through the history, financials, and future prospects of Constellation Software. Enjoy the show!

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Company Background | (2:21)

Industry | (7:50)

Management & Ownership | (9:28)

Valuation | (15:59)

Earnings | (18:00)

Balance Sheet | (20:22)

Our Analysis | (25:20)

Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.

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