The Intrinsic Value Podcast discusses Constellation Software's success and explores smaller companies following a similar acquisition playbook, including four specific spin-offs and acquisitions: Topicus, Lumine Group, Signity, and Aiko Poland. They aim to identify which of these companies are best positioned for long-term compounding growth, noting that Mark Leonard and his son have stakes in some of these businesses.
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Valuing Constellation Software's Spinoffs: Finding the Next 10-Bagger
The Intrinsic Value PodcastApr 5, 2026
The Intrinsic Value Podcast discusses Constellation Software's success and explores smaller companies following a similar acquisition playbook, including four specific spin-offs and acquisitions: Topicus, Lumine Group, Signity, and Aiko Poland. They aim to identify which of these companies are best positioned for long-term compounding growth, noting that Mark Leonard and his son have stakes in some of these businesses.
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