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Ruane, Cunniff, & Goldfarb’s 13F portfolio value increased from $8.40B to $9.38B this quarter. The number of positions increased from 35 to 38. They added Netflix and increased Credit Acceptance Corp while reducing Wayfair during the quarter. The top three positions are...
Over the last few months, I’ve written a series of articles on software as a service (SaaS) firms and their stocks, and especially those that pass the Rule of 40. The Rule of 40 (R40) balances sales growth and profitability in hyper-growth SaaS companies, and we have found as a...
Topicus.com was formed due to a spin-off from its parent company, Constellation Software Inc. Topicus.com can arguably be seen as a mini Constellation Software due to its similar business model, and smaller market cap. Spin-offs generally present buying opportunities and have had ...
The current valuation spread between Canada’s main stock market, the S&P TSX, and the S&P 500 is the largest in the last 20 years. The iShares MSCI Canada ETF offers exposure to Canada’s overweight allocation to the materials, energy, and financial services secto...
Giverny Capital Asset Management, LLC is a partnership between Giverny Capital of Montreal and David Poppe, the former president and chief executive officer of Ruane, Cunniff & Goldfarb, LLC. For the fourth quarter of 2020, Giverny Capital Asset Management’s model portfolio...
Analyzing my real-life portfolio's dividend growth for 2020. The markets crashed hard in 2020, but came roaring back to end the year higher. Dividend growth was muted in 2020 with several cuts hurting my portfolio's dividend growth performance. For further details see: D...
If we always think like a business owner, we stop concerning ourselves with the short term. A business owner thinks about what will happen to the business going forward, not just what the business has done in the past. Business owners know that real value is built over time, somet...
The company has built a great track record since the listing in 2006. Multiple smaller acquisitions driving growth. Asset-light and very profitable business. Several value-add opportunities but carrying risks. For further details see: Constellation Software Is At A S...
Ruane, Cunniff, & Goldfarb’s 13F portfolio value increased from $7.46B to $8.40B this quarter. The number of positions decreased from 37 to 35. They added Intercontinental Exchange and Fidelity National Information Services while decreasing Amazon.com, Alphabet, and Wayfair...
Constellation Software has grown its profits over twelve-fold in ten years. The business model is asset-light and cash-rich. Stellar growth makes up for high multiples. Constellation Software is a buy. For further details see: Constellation Software: A Star In Compou...
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