#ConstellationSoftware

Nikotes

@nikotes.bsky.social

2 weeks ago

Software Darwinism Does All SaaS Die in the Age of AI? And Where Does Constellation Software Fit?

Yet another software take 👀

Does SaaS die in the age of AI?
And where does #ConstellationSoftware $CSU fit in all this?

Full article below

expansestocks.substack.com/p/software-d...

Nikotes

@nikotes.bsky.social

1 month ago

Top Picks 2026 Buying Quality While Others Panic

My top picks for 2026 are out.

This might be one of the most interesting years to "pick them out". Having a clear thesis and conviction really matters.

#MercadoLibre
#Amazon
#ConstellationSoftware CSU (and spin-offs)

Open to read. Full article below.

expansestocks.substack.com/p/top-picks-...

Nikotes

@nikotes.bsky.social

5 months ago

A more fundamental approach: ROIC & Reinvestment Rate-Driven DCF.

Practical guide + example with #ConstellationSoftware.
Includes downloadable models for #CSU and its spin-offs ( #Topicus and #LumineGroup).

🔗 Link in thread or profile.

Nikotes

@nikotes.bsky.social

5 months ago

Deep Dive Brief: How to Build a DCF for Serial Acquirers Like Constellation Software - Part #3 A More Fundamental Approach: The ROIC and Reinvestment Rate-Driven DCF

Deep Dive Brief: How to Build a DCF for Serial Acquirers Like #ConstellationSoftware - Part #3
It includes models for both #CSU and spin-offs #Topicus and #Lumine

🔗 Full article in the thread below.
expansestocks.substack.com/p/deep-dive-...

Nikotes

@nikotes.bsky.social

6 months ago

Deep Dive Brief: Constellation Software Capital Allocation Outlook - Part #1 Can CSU sustain its legendary returns into the next decade?

First installment of a #ConstellationSoftware (CSU) trilogy is live.

In this opening piece, I dive into CSU’s capital allocation outlook and explore whether Mark Leonard (CEO and Founder) and team can sustain their high returns into the 5-10 years.

expansestocks.substack.com/p/deep-dive-...

Nikotes

@nikotes.bsky.social

9 months ago

A Hidden Gem Deep Dive Brief: Topicus The CSU Spin-Off Set to Dominate Europe’s Vertical Software Landscape and Beyond

My latest research report on one compounder 'made by #ConstellationSoftware' is now live: #Topicus $TOI.V

Link's in profile and here: expansestocks.substack.com/p/a-hidden-g...

Nikotes

@nikotes.bsky.social

10 months ago

New free to read article released: The Serial Acquirers Playbook.

Underappreciated quality traits of these businesses with real-world examples #ConstellationSoftware #Danaher or #HEICO

Link's in profile and below:
expansestocks.substack.com/p/the-serial...

Florian König 👑

@floriankoenig360.bsky.social

2 years ago

#ConstellationSoftware gilt als fast noch erfolgreicher als #Berkshire Hathaway.

Nun hat Constellation mit Lawrence A. Cunningham einen #Buffett-Spezialisten ins Board geholt.

Er ist bekannt als Autor des Buches „The Essays of Warren Buffett“.

Große #Investoren lernen nie aus!