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Zach's avatar

Constellation Software, which continues to evolve through value-added spin outs and larger acquisitions while maintaining a laser focus on long-term growth.

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Kingswell's avatar

Yes! Constellation is incredible.

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Bogumil Baranowski's avatar

Wonderful read, thank you for sharing!

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Sword Runner 2100's avatar

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.
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A mutated gene(good one) in the DNA chain of capitalism

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Doug's avatar

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.

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Kingswell's avatar

Great companies! Brookfield has been on my list to research further for a while.

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Martin Kilarski's avatar

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

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