In this rare interview, we talked to Rohan Noronha a head of M&A at Constellation Software in the Volaris Group. A special thanks to AlphaSense for putting this together.

*AlphaSense is hosting their AlphaSummit October 6-8 in Brooklyn, New York. Register and get a discount here.

*AlphaSense has a repository of over 200k expert call transcripts that are similar to this conversation. Sign-up for access here.

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Show Notes

(0:00) — Intro
(4:16) — Copycats & competition
(26:15) — Organic growth
(41:30) — Opportunity in payments?
(44:52) — Style drift
(53:56) — How AI effects CSU
(59:30) — Rapid fire questions

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast own $CSU. Furthermore, accounts contributors advise on may also have positions in $CSU. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Interview. Constellation Software Head of M&A in the Volaris Group on Copy Cats, Style Drift, and Organic Growth.

The Synopsis