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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: rnam   😊 😞
Number: of 21939 
Subject: OT Constellation Software & Topicus
Date: 02/04/23 3:07 AM
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No. of Recommendations: 1
Excellent write up on Mark Leonard and his amazing record at Constellation Software. The Topicus spinoff of European business may offer Constellation like returns.

Constellation Software is a remarkable business that can be justifiably compared to Berkshire-Hathaway. CEO Mark Leonard has found a way to make a multi-billion-dollar business operate like hundreds of smaller businesses, with most managers generating returns on capital well in excess of 20% per annum.

Topicus.com, spun-out of Constellation in 2021, is about the size of its parent in 2013-2014, and essentially a replica of it too, but with potentially more organic growth and a lower valuation.


seekingalpha.com - Constellation software topicus compounding at fair price
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This community has written 21,448 posts about Berkshire Hathaway. The article-length ones it recommended most:
BRK: Why Not XOM? · 62 recs · 2024
Second quarter comments · 60 recs · 2023
Berkshire's Profit Contributors · 57 recs · 2023
Summary of 2Q 2026 · 54 recs · 2026
3Q Summary · 53 recs · 2024
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