- Constellation Software Inc. (CSU)
- Descartes Systems Group Inc. (The) (DSG)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- TerraVest Industries Inc. (TVK)
- Chemed Corp (CHE)
- Credit Acceptance Corporation (CACC)
- Casella Waste Systems Inc. (CWST)
- GFL Environmental Inc. subordinate voting shares (GFL)
- RCI Hospitality Holdings Inc. (RICK)
Q: I've been reviewing CSU's shareholder letters and kicking myself that I didn't find such a legendary CEO 15 years ago. The letters make it very clear how much of a unicorn ceo the guy was/is. Which got me thinking, are there any early stage Mark Leonard's out there now that are the kind of ceo's you want to bet on, but younger and their companies are less developed. So my question is, if you had to bet which current CEO's of companies in North America under $10B are likely to be extremely successful based on their business acumen, and shareholder friendliness. Which CEO's would those be (the next Mark Leonard's)? Thx