Constellation Software Update Jan. 2024 (3Q23)

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Last year we published a short Constellation update when they released their 2022 results. As it has now been a bit over a year since our original Extensive Research Report, we wanted to provide a more comprehensive of an update to our Constellation Software report. While we will update various numbers and provide some color on their latest spin-off, the general thesis and business model of Constellation requires no updating. If you are new to Constellation Software you should definitely start by reading our Extensive Research Report, which despite being released in September 2022, is still the best place for investors to learn about the company.

We will provide a minimum of two updates annually for each covered company. Some updates may be longer than others, particularly if a lot has changed. If there isn’t a lot new with a business we may just provide a short earnings update and provide some incremental commentary. However, since there has been a spin-off and few larger acquisitions at CSU, we felt it was appropriate to provide a more comprehensive update. Click the button below to access the full update!

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