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Constellation Software

Mentioned in 1 analyzed podcast episode across 1 show

Mentioned On

Episode Mentions

Excess Returns · May 6, 2026

The Last Moat | Chris Mayer and Ian Cassel on the Stock Picking Edge AI Can’t Replicate

“Chris's example of vertical market software company resilient to AI disruption; owns transit systems and similar mission-critical software”

Vertical Market Software vs Horizontal Software ResilienceManagement Team Relationships and In-Person Due DiligenceMicrocap Stock Survival Rates and Scaling Challenges