2 thinkers, books, and ideas connected to this field.
Canadian software holding company founded by Mark Leonard in 1995 — which acquires vertical market software companies (mission-critical software for niche industries like parking, marinas, transit) and holds them permanently — generating 30%+ annual returns over 25 years.
Canadian entrepreneur who founded Constellation Software in 1995 — and built it into a $40B+ company by acquiring vertical market software companies and never selling them — becoming one of the greatest capital allocators in history through a simple, consistent strategy.