Constellation Software, every mention

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Verbatim, from the transcripts: the passages where Constellation Software comes up

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▶ 1:01:29 Rory O'Driscoll Constellation and ZoomInfo stuff.
▶ 1:12:48 Harry Stebbings Which is kind of, could be in the same realm in some respects, but I mean, I actually really wanted to do this, which we mentioned last week, Bending Spoons, their IPO, very successful, uh, and needing the B to B version of that, um,… 4 times in the scene
▶ 1:18:03 Rory O'Driscoll Do you think at three X run rate revenues for a Constellation, which is a buy rolled cash flow business buying pre AI business, do you think that's a good bet or do you think that's fairly valued, dirt cheap, going to zero from here? 3 times in the scene

▶ 45:51 Rory O'Driscoll It would be like as if all the SaaS, it's not quite the same, it would be like all the SaaS companies that were slow growth were trading at two times revenues, and Constellation Software, which is a roll-up of SaaS companies, was trading… 4 times in the scene

▶ 52:56 Jason Lemkin One and a half, one to two times revenue will capitulate, and you'll see these, these sort of Frankenstein B to B companies that have, there are many constellations or whatever, but it's the best play left, right?

▶ 47:04 Rory O'Driscoll I think that, you know, you had mentioned, is it Visma, which is the company that's going public in the UK, and we'll come back to that, but the, the aha prior to that is it's a roll-up of, you know, hundreds, literally hundreds of… 5 times in the scene

▶ 4:35 Scott Farquhar Constellation Software is a public company out there that does a lot of this, where they literally invest in, ah, you know, reservation systems for dog kennels or something, right?

▶ 55:17 Sam Lessin I just think, like, the future seems to me to be, like, Constellation software style, like, roll-ups, PE, you own a bunch of things and get bulk up.

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