Constellation Software's Spin-Offs: Unwavering Focus on Profitability
Strengthening competitive positioning as a common denominator for our companies in Q3
Hi fellow Tortoise!
Welcome to another bi-weekly webinar! In this episode, we’ll highlight:
In reviewing recent earnings reports for our portfolio holdings, a clear trend stands out: resilient profitability despite geopolitical tensions and slower revenue growth. Now is the ideal time to invest in initiatives aimed at elevating shareholder value creation to new heights.
Constellation Software’s spin-out companies Topicus and Lumine reported solid profitability in Q3. Let’s take a closer look at what’s happening and what the year-to-date figures look like.
Lastly, a defensive way to compounding your capital in a high-quality ETF when the market’s valuations are stretched. An effective way to keep investing on a regular basis and with smaller sums.
The presentation can be watched below, including the slides and the transcript.