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Ruane, Cunniff, & Goldfarb’s 13F portfolio value increased from $9.38B to $10.63B this quarter. The number of positions decreased from 38 to 37. They added Micron Technology and Anthem, Inc. while reducing Mastercard, Visa, Berkshire Hathaway, Wayfair, and Arista Networks d...
Duck Creek Technologies completed its IPO last year. It is a SaaS provider for insurance. It has remained at a lofty valuation since then, despite the correction in tech stocks this spring. Duck Creek is trading at an ambitious 24x revenues. There are much better opportunities...
The Akre Focus Fund was launched on August 31, 2009, and currently has net assets of ~$16.4 billion as of April 30, 2021. The Fund is non-diversified and maintains a focused portfolio of investments. The Akre Focus Fund’s first quarter 2021 performance for the Institutional sha...
Horizon Therapeutics is a biotechnology company focused on capital efficiency and commercialization. The company has built a strong track record acquiring assets early and then efficiently bringing them to market. This has led to their business model increasingly resembling Danahe...
Change in strategy by Mark Leonard with 100% reinvestment of FCF. One of the best asset allocators on the planet. Amazing quality company in which to compound long-term capital. For further details see: Constellation Software: An Amazing Company For The Long Term
FICO (FICO) and Constellation Software (CNSWF) enter agreement for the purchase and sale of FICO’s Collection and Recovery business to Constellation’s Jonas Software operating group, a provider of enterprise management software solutions.FICO Collection and Recovery product...
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. We launched our Giverny Capital Asset Management portfolio on April 1, 2020, very near th...
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 ...
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