Margin of Safety Investing

Margin of Safety Investing

Share this post

Margin of Safety Investing
Margin of Safety Investing
Constellation Software $CSU.TO
Copy link
Facebook
Email
Notes
More

Constellation Software $CSU.TO

Capital allocation can make good businesses a great business.

Simon Handrahan's avatar
Simon Handrahan
Jul 29, 2021
∙ Paid
4

Share this post

Margin of Safety Investing
Margin of Safety Investing
Constellation Software $CSU.TO
Copy link
Facebook
Email
Notes
More
Share

Up front disclosure: I own Constellation Software and Topicus in my personal account. CSU is currently my largest holding.

There is no doubt that Constellation Software Inc. (CSU) has been a tremendo…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Simon Handrahan
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More