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Constellation Software

Discussed in 2 interviews.

Interviews

• Fall 2025 David Poppe Giverny Capital Asset Management Interview, p. 43 ↗

  David co-founded Giverny Capital Asset Management in 2020. He talks about judging management and three holdings: Progressive, Arista, and Constellation Software after Mark Leonard.

  Companies: Progressive, Arista Networks, Constellation Software Quality compoundersJudging managementBuilding a firm
• Fall 2019 Paul Moroz Mawer Investment Management Interview, p. 1 ↗, continues p. 6

  Mawer's CIO on learning from running a business early, measuring performance, and three holdings: a 'boring' Wolters Kluwer, the headwinds facing Alphabet, and Constellation Software, owned since its 2006 IPO.

  Companies: Wolters Kluwer, Alphabet, Constellation Software Quality compoundersInternational