So far this year, less has been more for Constellation Software Inc. Less communication, as chief executive Mark Leonard has decided to abandon his regular shareholders' letters… So I read the letters, and I was kind of DM’ing you guys as I was going through them. Now, I’m not saying that Damien will be as successful as his father but it can’t be a bad thing to have Mark Leonard … Mark Leonard, the CEO, is in my opinion one of the best managers and capital allocators out there. I'm proud to say that I'll be joining Constellation Software in the coming days - leading up a corporate development team for one of their business units. As a part of my exercise for joining Constellation Software, I created a summary of my notes from Mark Leonard's letters … The third column shows data points from Hodgson, Leonard, active 1949-1956, Reverend Regius Professor of Divinity University of Oxford in blue. Mark Henri Leonard, 63 Chairman & President, Constellation Software, Inc. Mark Henri Leonard founded Constellation Software, Inc. You can use them to display text, links, images, HTML, or a combination of these. Mark Leonard (Letters), Constellation Software Stephen Schwarzman, Blackstone Group. Mark Leonard, Constellation’s CEO, is famous for his candid writing in his letters to shareholders. Charlie Munger Wesco Letters. Value: After Hours S02 E05: Time for Risk Arbitrage, Mark Leonard's Constellation CSU.TO Acquisition Strategy and Terry Smith's Fundsmith letter 2020-02-06 Download Right click and do "save link as" Annual Letters (1983-2009) Download Letters: Daily Journal 13-F: Francois Rochon: Giverny Capital: Annual Letters (2001-2019) Download Letters: Giverny 13-F: Mark Leonard: Constellation Software: Annual Letters (2007-2019) Download Letters: Constellation Software Homepage: John Elkann: Exor N.V. Constellation’s president Mark Leonard founded the company in 1995 and remains involved with Constellation. Mark Leonard Constellation Software Letters Mark Leonard of Constellation took a simple idea, took it seriously, built methodically, and created an empire. His letters to shareholders (used to be quarterly, now yearly) and calls are worth checking out. Constellation was founded in 1995 by Mark Leonard with a focus on the acquisition and management of smaller, specialized software development … It seems on its way to joining the 100 bagger club. (Whether you’ve read them or not is another matter.) In the 2017 Constellation Software President’s Letter, Mark Leonard discussed his process for dealing with potential investments that don’t quite meet their hurdle rate. Any investor worth their salt would know about Warren Buffett’s letters in Berkshire Hathaway’s annual reports. Here is a post with lessons learned from the Constellation Software shareholder letters . Thus, we looked into the company's filings and shareholder letters to find investing lessons from Mark Leonard, who is the founder and president of the company as well as a former venture capitalist. Side note: It's fun to watch @ trengriffin annotate someone's career. Any data they share in common is displayed as purple boxes in the middle "Shared" column. Toronto, Ontario – March 26, 2019 – The board of directors of Constellation Software Inc. (“Constellation”) (TSX: CSU) announced today the appointment of Lawrence Cunningham as Vice-Chairman of the board of directors of Constellation.The role of Vice-Chairman, a new position at Constellation, will be to assist Mark Leonard in his role as Chairman of the board of directors. However, in his final letter, Leonard stated that other companies have tried to copy Constellation’s winning strategy. Oct 19. In his 2018 letter, Leonard stated that the market is expensive There are around 2 pictures of him on the internet. I look forward to spending more time with the Topicus founders as travel becomes easier. Click to access wesco-charlie-munger-letters-1983-2009-collection.pdf . Presently, he holds the … Oct 19 What are the biggest distributed companies? Here’s an excerpt from that letter: Maintaining Investment Discipline: I recently worked on a large transaction. For the past 19 years, Mark Leonard has been building Constellation Software into one of the most successful software companies in Canada, and yet you probably don’t know much about him.He’s managed to avoid the spotlight completely, to the point where it … You know, it wasn't just until a couple of years ago, there was not a photograph of Mark Leonard available on the internet; you couldn't find out what he looked like. Either way, he is clearly an “Outsider” CEO, and has a fantastic wealth of knowledge. writing on remote work, startups, and online businesses . Tag: Mark Leonard. 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