What I Learned From Chris Mayer W Clay Finck Long term compounding w chris mayer | constellation software, topicus, & lumine: • long term compounding w chris mayer | con. During this conversation, we dive into the topic of long term compounding as well as three of his holdings that are all exceptional compounders — constellation software, topicus , and.
Constellation Software Deep Dive By Speedwell Research Daniel mahncke and shawn o’malley take a deep dive into four companies operating in the shadow of one of the greatest compounders of the last two decades — constellation software. A deeper dive is essential to assess lumine’s path to profitability and whether its growth can outstrip constellation’s stability long term. for now, constellation’s fortress holds stronger, though lumine’s ambition could reshape the battlefield with time. The company continues to do well, and csu stock is up 39.4% over the past year. following its success, the company separately listed two former subsidiaries, namely topicus (tsxv:toi) in. In this podcast episode, clay finck interviews chris mayer, author of "100 baggers" and co founder portfolio manager of woodlock house family capital. they discuss the power of long term compounding in the stock market and focus on some of mayer's holdings, including constellation software, topicus , and lumine.
Constellation Software Spin Off Topicus Notes Stock Spinoff The company continues to do well, and csu stock is up 39.4% over the past year. following its success, the company separately listed two former subsidiaries, namely topicus (tsxv:toi) in. In this podcast episode, clay finck interviews chris mayer, author of "100 baggers" and co founder portfolio manager of woodlock house family capital. they discuss the power of long term compounding in the stock market and focus on some of mayer's holdings, including constellation software, topicus , and lumine. Check out constellation software stock’s spin outs lumine group (tsxv:lmn) and topicus (tsxv:toi) stock as they enter high growth mode this year. Constellation software: intrinsic value analysis. welcome to the we study billionaires channel by the investor’s podcast network! welcome back to the we study billionaires channel by the investor’s podcast network!. Lumine 专注收购通信和媒体生态系统中的各种公司，比如 oss bss 软件（大概有 220 亿市场）和传统媒体软件（大概 380 亿）。 因为这些市场偏小众，竞争对手少，空间很大。 2. m&a 策略比 csu 更集中。 lumine 的并购策略比一般的 constellation 子公司更集中、更偏向总部. Desjardins securities has initiated coverage on constellation software, topicus and lumine group with buy ratings, saying recent share price weakness doesn’t reflect their long term value potential.
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