<p>May 8, 2020: Learnings from the 2019/2020 Constellation Software Annual Meeting. Acquisitions in vertical market software industry, use of leverage, public vs. private market opportunity set, spin-offs, organic growth vs. acquisition trade-off, culture and difference with Berkshire.  </p><ul><li>Find detailed notes of the episode on <a href="http://omdventures.com/omddaily">omdventures.com/omddaily</a></li><li>Support the podcast by donating at <a href="http://omdventures.com/stakeholder">omdventures.com/stakeholder</a></li><li>Music by <a href="http://icons8.com/">icons8.com</a></li></ul>

#5 - Researching Morningstar, Spotify and Brian Koppelman

A podcast about investing in people. Every Monday to Friday, I share what I’ve learned from studying people and companies by exploring the link between human performance and investing. With the goal of helping leaders build utopian companies, this podcast documents the pursuit to become a little wiser every day. I’m your host, Daniel Lee. The creator of OMD Ventures.