What the podcasts are saying about
CSU.TO
Substantive discussion
5
Mentions · 7d
5
Mentions · 30d
5
Mentions · 90d
4
Episodes
Latest attributed ideas · most recent first
26 JULEXCESS RETURNS · 15:20
26 JULEXCESS RETURNS · 00:25
26 JULTHE COMPOUND AND FRIENDS · 01:21
Public-to-private valuation arbitrage as a business model
“The podcast discussed how public companies like TransDigm and Constellation Software generate substantial value by acquiring private companies at low earnings multiples and absorbing them onto public balance sheets that trade at significantly higher multiples.”
Substantive discussion · 3/5Verify in source →
26 JULTHE TWENTY MINUTE VC · 06:14
26 JULWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 10:15
Constellation Software resilient against AI disruption
“The bull case argued for Constellation Software: market fears of AI disrupting vertical software ('software apocalypse') create a mispricing, as deeply embedded systems of record possess multi-layered moats that AI will enhance rather than displace.”
Core thesis · 5/5Verify in source →
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