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Podcast: The John Johnston Lounge
Episode: Primer: Mark Leonard, Constellation Software & Topicus
Description: Constellation software is a high-quality serial acquirer company with an incredible capital allocator Mark Leonard leading it. Constellation Software stock has produced excellent stock market returns for many years. This episode is a primer on Constellation Software, its legendary founder and President Mark Leonard, and its recent European spin-off Topicus. See timestamps below for specific sections:
00:00 Mark Leonard, Constellation Software and spin-off Topicus
00:33 Who is Mark Leonard?
00:51 Constellation Software stock returns over time (TSE: CSU)
02:02 The founding of Constellation Software
02:48 Influence of Mark Leonard's investing mentor Steve Scotchmer