Q: I don't subscribe so only have the headline from The Economist of Nov. 30. Can anyone post the article?
Probably cause of recent strength.
How a Canadian company became the world’s best acquirer of tech firms
Meet Constellation Software, tech’s Berkshire Hathaway
Constellation Software company logo.
Probably cause of recent strength.
How a Canadian company became the world’s best acquirer of tech firms
Meet Constellation Software, tech’s Berkshire Hathaway
Constellation Software company logo.
5i Research Answer:
We can't post it for copyright reasons, but we do not monitor the forums closely (hint). This is a public similar article that came out Nov 15. The article discusses CSU strategy, capital allocation goals, and the strict discipline of the company (IRR hurdles, not issuing new shares, making executives buy stock with their bonuses).
https://citywire.com/pro-buyer/news/how-canada-s-warren-buffett-has-delivered-a-23000-return/a2430433