Money and Finance
- Links
Transcript of the chat between Sanjay Bakshi and Shane Parrish (LINK) Transcript of the FRMO Corporation Annual Meeting of Shareholders (LINK) Fred Wilson: Software Is The New Oil (LINK) It makes sense to me that software is the oil of the information...
- Warren Buffett's Canadian Lieutenant Eyes Alberta Expansion
Link to article: Warren Buffett's Canadian lieutenant eyes Alberta expansion The low-profile Canadian who serves as one of Warren Buffett’s chief lieutenants is making a big bet on the economic potential of his home province amid speculation that...
- Priceline's Longtime Ceo Hands Over Reins
Thanks to Matt for passing this along. I guess it's one to add to the 100 to 1 in the stock market list. Priceline.com Inc. replaced its longtime chief executive with the boss of its most profitable hotel-booking unit, ending an 11-year tenure that...
- Cfa Magazine Interview With Prem Watsa
Via Santangel’s Review: The CFA Institute Magazine includes a very interesting interview with Prem Watsa. Watsa remains bearish on commodities, equities, as well as the US and Chinese economies. He also speaks about his low-cost hedge against a deflationary...
- Why This Value Investor Holds Cash In A Rising Market
Found via The Corner of Berkshire & Fairfax.The Canadian stock market is more vulnerable to a major pullback than its U.S. counterpart, warns one of Canada’s more successful money managers of the past decade.“We think that valuations in Canada,...
Money and Finance
The most successful Canadian dealmaker you’ve never heard of and will never see
Link to article: The most successful Canadian dealmaker you’ve never heard of and will never see
In this age of zero privacy, Mark Leonard has managed to maintain a practically unthinkable level of anonymity for just about any individual—let alone an IT executive who runs one of Canada’s most dynamic, fastest-growing and most acquisitive software companies, and who has been compared favourably with Warren Buffett and Prem Watsa. So it’s no surprise that Leonard would probably prefer not to be the subject of a profile in this magazine. For that matter, he would prefer not to be the subject of a profile in any magazine. Or newspaper. Or trade publication. Or television show (you know, if there were a television show devoted to profiling Canadian business leaders). No, the founder, president and chairman of Constellation Software Inc.—a Toronto-based, publicly traded software company with a $5-billion-plus market cap and one of the best-performing stocks on the TSX—would prefer not to be profiled at all. And so far, in the nearly 20-year history of Constellation, he’s done a pretty good job of staying out of the spotlight.
[H/T Santangel’s Review]
- Links
Transcript of the chat between Sanjay Bakshi and Shane Parrish (LINK) Transcript of the FRMO Corporation Annual Meeting of Shareholders (LINK) Fred Wilson: Software Is The New Oil (LINK) It makes sense to me that software is the oil of the information...
- Warren Buffett's Canadian Lieutenant Eyes Alberta Expansion
Link to article: Warren Buffett's Canadian lieutenant eyes Alberta expansion The low-profile Canadian who serves as one of Warren Buffett’s chief lieutenants is making a big bet on the economic potential of his home province amid speculation that...
- Priceline's Longtime Ceo Hands Over Reins
Thanks to Matt for passing this along. I guess it's one to add to the 100 to 1 in the stock market list. Priceline.com Inc. replaced its longtime chief executive with the boss of its most profitable hotel-booking unit, ending an 11-year tenure that...
- Cfa Magazine Interview With Prem Watsa
Via Santangel’s Review: The CFA Institute Magazine includes a very interesting interview with Prem Watsa. Watsa remains bearish on commodities, equities, as well as the US and Chinese economies. He also speaks about his low-cost hedge against a deflationary...
- Why This Value Investor Holds Cash In A Rising Market
Found via The Corner of Berkshire & Fairfax.The Canadian stock market is more vulnerable to a major pullback than its U.S. counterpart, warns one of Canada’s more successful money managers of the past decade.“We think that valuations in Canada,...