Constellation Software, which continues to evolve through value-added spin outs and larger acquisitions while maintaining a laser focus on long-term growth.
We often ask companies what they would do with windfall profits … Almost no one replies, “Give it back to customers.” How would that go down with Wall Street? That is why competing with Costco is so hard to do. ---------------- A mutated gene(good one) in the DNA chain of capitalism
Besides Berkshire and Costco mentioned in the blog, I have on my list Microsoft, Apple, Visa, P&G, Brookfield Corp. Some of these I own. Always looking for more.
Constellation Software, which continues to evolve through value-added spin outs and larger acquisitions while maintaining a laser focus on long-term growth.
Yes! Constellation is incredible.
Wonderful read, thank you for sharing!
We often ask companies what they would do with windfall profits … Almost no one replies, “Give it back to customers.” How would that go down with Wall Street? That is why competing with Costco is so hard to do. ---------------- A mutated gene(good one) in the DNA chain of capitalism
Besides Berkshire and Costco mentioned in the blog, I have on my list Microsoft, Apple, Visa, P&G, Brookfield Corp. Some of these I own. Always looking for more.
Great companies! Brookfield has been on my list to research further for a while.
For those interested in reading full Nomad Investment Partnership letters on ebook readers.
They are now available on Amazon and other platforms. E.g.
https://www.amazon.com/dp/B0D5ZK4GZ5