Leandro's avatar
$122.8m follower assets
Pairing #2 of round 2
Which of the following companies is higher quality?
50%Constellation Software
24 VotesPoll ended on: 06/16/22
Dissecting the Markets's avatar
This is the first time I've heard of Constellation Software. Reading about it on Wikipedia, it reminds me of those companies that seek growth through acquisition.

I say $RACE is higher quality due to its strong brand.
Joshua Simka's avatar
@dissectmarkets Constellation is acquisitive but they're more seeking ROC and compounding than growth and so in that regard they're much more like Berkshire Hathaway. Their discipline and execution are mind blowing and president and founder Mark Leonard is a legend. It's definitely worth taking a look at his letters to shareholders: https://www.csisoftware.com/category/pres-letters
Leandro's avatar
@dissectmarkets It's great to see that thanks to this contest you got to know Constellation Software
Young Money Capital's avatar
$RACE is a better business, but Constellation is better managed imo.
Paul Cerro's avatar
$RACE better win
Leandro's avatar
Did you guys watch the CMD today? @youngmoneycapital @paulcerro