Value Investing
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Constellation Spin-Offs and Copycats Offer Smaller-Scale VMS Compounding Playbooks with Decades of Runway
Constellation Software faces law-of-large-numbers constraints at $60B+ market cap, prompting analysis of spin-offs (Topicus, Lumine) and affiliates (Signity, Asseco Poland) replicating its decentralized VMS acquisition model. These entities target niche, mission-critical software in regulated vertic…