Deep Dives

Deep Dive – Constellation CEO Mark Miller sets the tone with skin in the game

Michael Gielkens

Michael Gielkens

— 18 min read
Share
Deep Dive – Constellation CEO Mark Miller sets the tone with skin in the game

The investment holding companies Constellation Software (Toronto: CSU) and Topicus.com (Toronto: TOI) published their first-quarter results earlier this month. Another highlight was the shareholders' meeting of both companies, whose question-and-answer session lasted no less than four hours. More than enough reason to devote this week's deep dive to these software acquisition machines.

This article was translated automatically from Dutch using AI. In case of any difference, the Dutch original prevails. Read the original in Dutch.

Michael Gielkens · Tresor Capital

I'm Michael Gielkens, partner and co-owner of Tresor Capital. Investing has been my great passion for years: from analysing holding companies and serial acquirers to building long-term strategies. What was once a hobby is now my job. More from Michael Gielkens

Read more