From now and then, we’ve been hosted on investing-related shows to talk about quality investing, our strategy, specific stocks (e.g. Constellation Software Inc.).
You’ll find them below.
The Compounding Machine: Mark Leonard & Constellation Software | Capital Compounders Show (EP #5)
We had the pleasure of being interviewed for an in-depth discussion with Robin Speziale, diving into all things of Constellation Software Inc. (CSI). Our conversation covered:
CSI’s spin-outs
Its powerful moat
Valuation and associated risks
Modeling growth effectively
And much more
We’ve also touched on compounders with similar features, and shared some of our portfolio holdings and names sitting in our investable universe.
The conversation covers topics discussed extensively in our previously shared deep dive on Constellation, where we explored its strategy, including a quantitative breakdown of its recent, larger M&A deals.
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StockUp: Slow and Steady Wins the Race (EP #44)
StockUp sat down for a great conversation with The Compounding Tortoise (CT). CT is a quality growth investor, a former senior finance manager at a SME with experience in private M&A dealmaking. He is the founder and writer of "The Compounding Tortoise" newsletter on substack.
Our conversation ventured into the world of luxury, sauna and serial acquirers. With great knowledge, CT provided us with his thoughts and framework for quality growth investing in excellent businesses with proven growth, operational and financial track records. CT also highlighted that some businesses may experience some cyclicality in demand, but only the best and honest operators manages to outperform their peers over time.