Constellation Software, every mention
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every year anyone David Rosenthal 3Ben Gilbert 2
Verbatim, from the transcripts: the passages where Constellation Software comes up
Epic Systems (MyChart) · Acquired
- ▶ 3:48:44 David Rosenthal You know, the only other company I could come up with in the vertical market software industry that's also in this kind of big league is Constellation Software, of course, you know, fan favorite, friend of ours.
- ▶ 3:49:01 David Rosenthal And I think some of their biggest companies are vertical market healthcare and healthcare IT companies within Constellation.
Holiday Special 2023 (Audio) · Acquired
- ▶ 1:48:24 David Rosenthal Holiday Bookshelf is from Mark Leonard, the founder and CEO of Constellation Software.
- ▶ 1:48:43 Ben Gilbert Yeah, Mark is a absolute legend in, uh, sort of value investing circles right up there with Warren and Charlie, and if you don't know Mark or know of Mark, it's worth looking up Constellation software.
- ▶ 1:48:56 Ben Gilbert Anything you can glean on the internet is gonna be totally fascinating about the company that they've built.