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The W.
@thewolfofallstreetz
3Sem.·

Constellation Software: One of the best sales charts ever?

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15 Commentaires
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Mister_ultra@Mister_ultra
3Sem.
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
3Sem.
@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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Tenbagger2024@Tenbagger2024
3Sem.
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
3Sem.
@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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Tenbagger2024@Tenbagger2024
3Sem.
@thewolfofallstreetz is a good pension insurance
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The W.@thewolfofallstreetz
3Sem.
@Tenbagger2024 As long as Mark Leonard is at the helm, I would sign that.
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Dirty30@Dirty30
3Sem.
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
3Sem.
@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
3Sem.
@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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Moritz@leveragegrinding
3Sem.
what are they selling?
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The W.@thewolfofallstreetz
3Sem.
@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
3Sem.
@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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Tenbagger2024@Tenbagger2024
3Sem.
@Hockey_Scout
Or Berkshire of the software industry
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Moritz@leveragegrinding
3Sem.
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Tenbagger2024@Tenbagger2024
3Sem.
@leveragegrinding
Being there is everything
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