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The W.
@thewolfofallstreetz
1Année·

Constellation Software: One of the best sales charts ever?

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15 Commentaires
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Mister_ultra@Mister_ultra
1Année
In the savings plan for over a year.

Incidentally, it is one of the very few shares that has not closed a single year with losses for more than 10 years.
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The W.@thewolfofallstreetz
1Année
@Mister_ultra Smart guy ;-) That's a crazy statistic. Too bad Mark Leonard is so reserved and you can only watch so much of him to build confidence and gain conviction - however, the numbers and consistency over such a long time speak for themselves.
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Tenbagger-Capital@Tenbagger-Capital
1Année
This is what happens when the founder (Mark Leonard) is still CEO. A great compounder that should continue to benefit from AI.
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The W.@thewolfofallstreetz
1Année
@Tenbagger2024 The maximum drawdown in the last 20 years was less than 30%. One could even think about a long-term leverage trend support here. With an EV/EBIT of less than 40-44x, they are on my buy list, currently at just under 52x.
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Tenbagger-Capital@Tenbagger-Capital
1Année
@thewolfofallstreetz is a good pension insurance
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The W.@thewolfofallstreetz
1Année
@Tenbagger2024 As long as Mark Leonard is at the helm, I would sign that.
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Dirty30@Dirty30
1Année
would be a stock to pick up in a bear market and then leave behind. In other words, a return to 200 weeks, especially at 2700 CAD.
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The W.@thewolfofallstreetz
1Année
@Dirty30 At an EV/EBIT of 40-44x I think they are fair, at 36-40x they are cheap and at below 36x I would think about selling my organs. Maximum drawdown at less than 30% and that in over 20 years.
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Dirty30@Dirty30
1Année
@thewolfofallstreetz can also be seen from the PEG of 1.2. If we now measure the distance to the 200 week, then we would have a PEG of less than 1.0 at the 200. So that works out well with our calculation 😎
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Jan@leveragegrinding
1Année
what are they selling?
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The W.@thewolfofallstreetz
1Année
@leveragegrinding They buy small and medium-sized software companies that are active in specific niche markets, e.g. healthcare, industry & manufacturing or utilities. The focus is on specialized software companies that are often market leaders in their respective fields. After the purchase, the companies are held permanently and continued to be managed on a decentralized basis. The profits are then reinvested in new acquisitions. The company has been managed by Mark Leonard for 30 years.
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Hockey_Scout@Hockey_Scout
1Année
@leveragegrinding Top company, the LMVH of the IT industry. Has been growing constantly organically and through clever acquisitions for years, as theWolfofallstreetz has written. Too expensive for me, but unlikely to get any cheaper in the coming years. Sales, earnings and cash flow continue to rise according to forecasts.
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Tenbagger-Capital@Tenbagger-Capital
1Année
@Hockey_Scout
Or Berkshire of the software industry
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Jan@leveragegrinding
1Année
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Tenbagger-Capital@Tenbagger-Capital
1Année
@leveragegrinding
Being there is everything
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