Constellation Software
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 2, 2017 by Patrick O'Shaughnessy · said 9 times in 5 episodes since 2017 · across every show →
Mentions by year
brought up most by Patrick O'Shaughnessy (4), Savneet Singh (2), Shane Parrish (1), Pat Dorsey (1), Chamath Palihapitiya (1)
tap a year for its mentions
2026 1 mention in 1 episode
2021 2 mentions in 1 episode
2020 2 mentions in 2 episodes 1 per episode
2017 4 mentions in 1 episode
Everything said about Constellation Software, oldest first
May 2, 2017 positive
O'Shaughnessy: Constellation Software operates like a disciplined Berkshire for software
“Effectively what that is, is a, like Berkshire, an almost decentralized collection of software companies. So the parent Constellation, forgetting the CEO's name and his team are basically buying up individual assets, not, not micromanaging them. And they're ki…”