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Constellation Software (TSE: CSU)

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  • Expert: Drew Cohen - 2 stock deep dives: RH and Constellation Software
    General

    Expert: Drew Cohen - 2 stock deep dives: RH and Constellation Software

    This episode we talk to Drew Cohen is the co-founder of Speedwell Research. He chats about two of the companies they cover at Speedwell and unpacks it with us.

    12 October

  • Expert: Jeremy Kokemor - Finding opportunity in car dealerships and Constellation Software | US Tour
    General

    Expert: Jeremy Kokemor - Finding opportunity in car dealerships and Constellation Software | US Tour

    In this episode, we sit down with Jeremy Kokemor from Right Tail Capital, in a hotel lobby, just before the start of the Berkshire Hathaway AGM.

    25 May

    Sponsored by Milford Asset Management

  • Expert Panel: Finding Generational Businesses | FinFest

    Expert Panel: Finding Generational Businesses | FinFest

    Alec is sick with blasted covid! So send him your good wishes - we want him to have a speedy recovery. But it gives us the perfect opportunity to feature one of our great panels from Finfest - How to Search for Generational Business.

    10 November

  • Three stocks from three investor letters

    Three stocks from three investor letters

    in this episode Bryce & Alec discuss 3 investor letters that caught their eye this week, from different parts of the world. They discuss some of the types of companies these fund managers are writing about, with the aim to show how valuable investor information can be found by us, everyday investors.

    18 October

  • The Berkshire Hathaway of software companies

    The Berkshire Hathaway of software companies

    Bryce and Alec are back today with a conversation around SPAC City ... including We Work, and the Trump SPAC which is up by as much as 1,657% since the deal was announced. Then Alec pitches the Berkshire Hathaway of software.

    1 November

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