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Podcast: The Tech Strategy Podcast
Episode: 4 Tech Investing Lessons from Constellation Software (213)
Description: This week’s podcast is about Constellation Software. And their approach to software investing.You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.Here is the link to the TechMoat Consulting.Here is the link to the Tech Tour.On the Constellation webpage, they actually list their criteria for both “exceptional” and “good” companies. Here’s what they say.Exceptional businessesMid-to-large vertical market software businesses. With greater than $1M EBITDA.Consistent earnings and growth. Constellation has a good equation for...