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Review of Constellation Software Inc

MAR 26, 2024 - CSU has become one of the largest software businesses in Canada. The company’s play has largely been unchanged, CSU operates as a mission-critical software provider for a variety of industries in North America. CSU’s playbook increasingly became the standard for global serial acquirers to replicate, the strategy to acquire small, niche software companies, and integrate those companies into their operating units has created significant value for shareholders over the years. We believe CSU is one of the most well-managed software companies in North America, run by one of the best capital allocators – Mark Leonard. We think CSU still has a long runway for growth, and the investment thesis remains largely unchanged, we are maintaining our rating at “A”.

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If you had 40K CAD to invest in an unregistered account for a short 2 yr old.. given the environment in which we are in....Where would you invest? Sector is irrelevant - CAD stock is a must (I can't stomach the hit on conversion) UNLESS there is a CDR you would recommend although I know you prefer the real deal. Can be one or multiple. Goal is to maximize growth while preserving capital. Thank you!
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