The9Billion

Primer: Mark Leonard, Constellation Software & Topicus - full episode $CSU $TOI Do you think Topicus will perform as well as Constellation Software has over the long term? #investing #stockmarket #stocks Constellation software is a high-quality serial acquirer company with an incredible capital allocator Mark Leonard leading it. Constellation Software stock has produced excellent stock market returns for many years. This episode is a primer on Constellation Software, its legendary founder and President Mark Leonard, and its recent European spin-off Topicus. See timestamps below for specific sections: 00:00 Mark Leonard, Constellation Software and spin-off Topicus 00:33 Who is Mark Leonard? 00:51 Constellation Software stock returns over time (TSE: CSU) 02:02 The founding of Constellation Software 02:48 Influence of Mark Leonard's investing mentor Steve Scotchmer 04:39 The focus on Vertical Market Software businesses 05:48 Business attributes Leonard looks for when acquiring 07:13 Constellation Software, a super serial acquirer 08:32 Consistently high returns on capital 09:00 Superior capital allocation within a serial acquirer model 11:35 Holding company structure - many small parts, strong whole 12:22 The Topicus spinoff - Vertical Market Software in Europe 14:33 Topicus stock performance so far (CVE: TOI) Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

$PYPL Stock Analysis: Massive Drop! Time to Buy? Also mentioned: $META PayPal stock has dropped over 80% in the US stock market since mid-2021. Is PYPL worth buying because of this? Is PYPL a value stock or a value trap? Will it outperform the stock market benchmark over the coming years? I analyze PayPal in this episode, to see some of the possibilities ahead for the company and stock. See below timestamps: 00:00 PYPL stock drop, and PayPal's new CEO Alex Chriss 01:28 The company and sector, strategic analysis - pros and cons 03:02 Some changing metrics over time - competitive pressures 04:36 Significant Free Cash Flow but facing competition 06:13 Does the stock price drop mean big upside to come? 07:30 Is PayPay stock a buy? Biggest opportunity since the META stock drop? Also find The Art of Value channel on YT (link in bio) #stockstowatch #stockmarkets #investing #investment #StockMarket #stocks #StocksInFocus Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.