Mohnish Pabrai Talks Constellation Software & Mark Leonard

The John Johnston Lounge · May 24, 2023 · 10m

In this episode I summarize and discuss Mohnish Pabrai’s recent comments on serial acquirer company Constellation Software, and its legendary founder CEO Mark Leonard. Pabrai had many positive things to say about the company and its future prospects. I also discuss Topicus, a recent spin-off from Constellation software. Relevant stock tickers: CSU.TO TOI.V Related episodes: Mohnish Pabrai Portfolio Update: Pabrai Buys BAM Stock! (Brookfield Asset Management) https://youtu.be/c5ivXtnz6-U Mohnish Pabrai: Why I Switched from Alibaba to Tencent https://youtu.be/v27JsHlgPZU The Investor’s Podcast…