Category Archives: [CSU] Constellation Software

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[CSU – Constellation Software] Doesn’t Suck at Allocating Capital; Faces Size and Valuation Constraints

The fawning adoration that investors heap on certain capital allocators can be a little gross, but Mark Leonard, CEO of Constellation Software(1), deserves most of it.  His letters are a master class in lucid and honest communications and a welcome reprieve from the enervating, mealy-mouthed crap that we hear from lesser CEOs all year long.  […]

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