The Compounding Tortoise @CompTortoise
Quality growth investor │ Sharing in-depth reports on compounders │ Teaching our subscribers how to build a portfolio with high returns and low risk │ link👇 thecompoundingtortoise.substack.com Joined December 2023-
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#52: Not your typical CEO. A tribute to Mark Leonard open.substack.com/pub/chestnutst… $CSU
@Flash_Capital_ @CompTortoise I think he's totally right about it but that you should still buy back shares because shitty shareholders deserve shit returns
One of Mark Leonard's best quotes on share repurchases during the 2025 AGM Constellation Software $CSU $LMN.V $TOI.V
In 2020, i came across a company called Constellation Software via Twitter and owner named Mark Leonard. Someone (shoutout to him) shared his probably only public interview and I saved it on my phone,do give a listen. Happy retirement Mark! $CSU.TO $CNSWF app.box.com/s/5qogu7p2n0a5…
A quick word on Mark Leonard's resignation Wishing him and his family all the very best. Thanks so much for your humility and insights. Hopefully, you'll be back soon 🙏 Why it's not thesis-changing imo; but very surprised to see the stock trade down 18% at some point 👀 A…
It's almost like price dictates narrative.
Summarizing Constellation Software’s conference call on AI An uncommon dose of humility and skepticism on what's going right now Find it in the usual place $CSU $LMN.V $TOI.V
Mark Leonard started the call with: "Let me tell you a story" Simply love it $CSU - Constellation Software
E-Books on Fundamental Analysis As mentioned in last weekend’s blog, we’re considering publishing an e-book, or actually two/three e-books on the essentials of fundamental analysis and our investing framework. No complex math; sticking to the no-nonsense approach we’ve been…
New video update (🔗in bio) Based on today’s allocations, our YTD portfolio-weighted growth in NOPAT per share amounted to +13.8% versus the same period last year. This is on top of last year’s +14.5% versus 1H 2023. All of this is being supported by a return on incremental…
Brief reflection some insider buying and previous insider selling at two of our companies. $PUUILO $HARVIA
First meaningful insider buy (38k EUR) by the more recently elected Chairman of the Board (Olbrich) since September 2022. He now owns 3k shares as of September 17, 2025.
First meaningful insider buy (38k EUR) by the more recently elected Chairman of the Board (Olbrich) since September 2022. He now owns 3k shares as of September 17, 2025.
Mark Leonard being honest, with down-to-earth commentary: we're not able to exactly predict the impact of AI, but we're always learning and monitoring. That's the recipe for success: no complacency and staying focused on what you can control and optimize.
Mark Leonard being honest, with down-to-earth commentary: we're not able to exactly predict the impact of AI, but we're always learning and monitoring. That's the recipe for success: no complacency and staying focused on what you can control and optimize.
Always great commentary from Mark Leonard $CSU “One of our largest shareholders asked CSI for a question and answer session regarding AI’s impact on software businesses. We felt that the discussion would inevitably turn from the general to the CSI-specific, so we suggested a…
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