Primer: Mark Leonard, Constellation Software & Topicus - full episode $CSU $TOI Do you think Topicus will perform as well as Constellation Software has over the long term? #investing #stockmarket #stocks Constellation software is a high-quality serial acquirer company with an incredible capital allocator Mark Leonard leading it. Constellation Software stock has produced excellent stock market returns for many years. This episode is a primer on Constellation Software, its legendary founder and President Mark Leonard, and its recent European spin-off Topicus. See timestamps below for specific sections: 00:00 Mark Leonard, Constellation Software and spin-off Topicus 00:33 Who is Mark Leonard? 00:51 Constellation Software stock returns over time (TSE: CSU) 02:02 The founding of Constellation Software 02:48 Influence of Mark Leonard's investing mentor Steve Scotchmer 04:39 The focus on Vertical Market Software businesses 05:48 Business attributes Leonard looks for when acquiring 07:13 Constellation Software, a super serial acquirer 08:32 Consistently high returns on capital 09:00 Superior capital allocation within a serial acquirer model 11:35 Holding company structure - many small parts, strong whole 12:22 The Topicus spinoff - Vertical Market Software in Europe 14:33 Topicus stock performance so far (CVE: TOI) Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

$PYPL Stock Analysis: Massive Drop! Time to Buy? Also mentioned: $META PayPal stock has dropped over 80% in the US stock market since mid-2021. Is PYPL worth buying because of this? Is PYPL a value stock or a value trap? Will it outperform the stock market benchmark over the coming years? I analyze PayPal in this episode, to see some of the possibilities ahead for the company and stock. See below timestamps: 00:00 PYPL stock drop, and PayPal's new CEO Alex Chriss 01:28 The company and sector, strategic analysis - pros and cons 03:02 Some changing metrics over time - competitive pressures 04:36 Significant Free Cash Flow but facing competition 06:13 Does the stock price drop mean big upside to come? 07:30 Is PayPay stock a buy? Biggest opportunity since the META stock drop? Also find The Art of Value channel on YT (link in bio) #stockstowatch #stockmarkets #investing #investment #StockMarket #stocks #StocksInFocus Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.

Alibaba Earnings & My Thoughts on Crashed $BABA Stock This episode includes a summary and analysis on the Alibaba September Quarter 2023 Earnings results, and my thoughts on BABA Stock, in the context of the current China economic backdrop, and the massive drop BABA stock has had since its peak in late 2020. See below timestamps: 00:00 BABA stock price activity 00:51 Update on super-investors who own Alibaba stock 02:05 Alibaba news commentary since earnings - geopolitical tensions and chip supplies 06:39 Alibaba quarterly earnings highlights 08:25 AI front and center of Alibaba strategic direction 10:09 September Quarter 2023 Results - diving deeper 13:19 Final thoughts Show your appreciation for The Art of Value by buying JJ a coffee! buymeacoffee.com/jjprojects #investing #investment #Stocks #stockmarket #StockMarketNews #stockstowatch #StocksInFocus #investor Disclaimer: I am not a financial adviser and nothing in this content is financial advice. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.