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Capital Allocation Insights from Constellation Software

www.marginofsafetyinvesting.com

Capital Allocation Insights from Constellation Software

The wisdom from Leonard’s letters - distilled

Simon Handrahan
Oct 1, 2021
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Capital Allocation Insights from Constellation Software

www.marginofsafetyinvesting.com

I recently read chronologically through the shareholder letters from Constellation Software. From 2007-2017 (and again in 2021) the founder and President, Mark Leonard, took the time to write his th…

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