constellation software updated november 18, 2019

Constellation Software is updated and rated Weak Buy / Hold at $1342. It reports in U.S. dollars and so our report is in U.S. dollars. It has been and is a fantastic company. Most of the time it looks expensive but it has been a mistake to sell this one. I’d like to see a pull-back which would likely be a better buying opportunity. 

The CEO Mark Leonard is (by far) the closest I have ever seen to a sort of “next Buffett” (Prem Watsa who is often mentioned in that regard is not even remotely close). It might be worth paying up to ride Mark’s coat tails. But the stock does seem expensive… so don’t back up the truck.


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