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Updated personal port & results at Dec 31, 2024. Port is >$1MM CDN HNY! Const Software 42.5% (owned since 2011) $CSU Couche Tard 14% $ATD Cash 10% Danaher 7.4% $DHR Terravest 6.2% $TVK Amazon 4.8% $AMZN Roper 3.8% $ROP Metro 3.7% $MRU Dollarama 2.8% $DOL Ametek 1.3% $AME
$CSU $CSU.to is now trading almost exactly on its cash flow growth over the past 10 years.
Why does $WMT trade at a higher multiple of FCF than $MA? That makes no sense....
GS on AI transformation project workflow $EPAM $DAVA $ACN $GLOB
As expected, Miller comes across as a pragmatic and thoughtful CEO who is focused on developing talent, preparing $CSU.to businesses for the long term and capital deployment. Business as usual.
$CSU.TO Another conference call to discuss the leadership transition
$ROP also a VMS serial acquirer, this year acquired CentralReach, the #1 AI-powered Autism and IDD Care software platform for applied behavior analysis (ABA) practices, multidisciplinary practices, and PreK-12 special education. $CSU.to #AI
The market hasn’t even considered the idea that Miller could be an equally gifted CEO as Leonard
Mark Miller co-founded Trapeze, $CSU.TO's first ever acquisition - he's OG CSI volarisgroup.com/acquired-knowl…
Constellation Software has announced that founder Mark Leonard has stepped down as President for health reasons, effective immediately. COO Mark Miller has been appointed President, while Leonard remains on the Board. $CSU.TO
$SAP CFO: "I am sometimes baffled when I hear from some investors that all customers will write their own software themselves. We're doing the same. So now the question is, who has the bigger relative advantage? Will it be a not-so-proficient software department of an industrial…
After never divesting anything it bought for yrs, $ROP's moved methodically to recast itself as an asset lght sftware based co w/ high recurring FCF. Paid $473 mm for Neptune in '04. Selling for 10x (after banking growth & FCF) is gr8 if can be used to buy highr mrgn businesses.
Roper Technologies is exploring a sale of its Neptune Technology Group division, which could fetch as much as $4 billion New w/ @kielporter ⬇️ $ROP bloomberg.com/news/articles/…
Perhaps a caution for #passiveinvesting in SPY? Or, are we in a new era that is 'different this time'?
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