The Intrinsic Value Podcast - The Investor’s Podcast Network · The Investor's Podcast Network

TIVP060: Constellation Software (CSU): Historic Drawdown, Historic Buying Opportunity w/ Daniel Mahncke & Shawn O’Malley

·1 hr 27 min

This episode analyzes Constellation Software's historic 50% stock drawdown as a potential buying opportunity, comparing it to Berkshire Hathaway while exploring its Vertical Market Software business model.

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