13 Comments
Jan 2Liked by Best Anchor Stocks

It's interesting that once you go through the full list of CSU business units and their sectors, you realize that Lumine is actually quite specific, in that, that no other OG or sub-OG have invested in communication and media VMSs. Big question is how much of the legendary 40.000 companies defining CSU's total addressable market, falls into description of communication and media. My assumption is that they do not have so many small targets ahead of them, but that this is a convenient way to acquire a larger target from time to time (merger instead of full acquisition).

I am updating my database with sector information for the whole CSU. We will know soon :)

https://nicoper.substack.com/p/6-the-whole-constellation

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great overview Leandro, thank you!

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In fact, I enjoyed it so much, I linked it here:

https://www.libertyrpf.com/i/92126608/constellation-softwares-lumine-spin-out

Cheers! 💚 🥃

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Awesome work Leandro! Thanks for sharing!

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Feb 23·edited Feb 23Liked by Best Anchor Stocks

Superb write-up! The amount of detailed work is admirable. We'll be sending our subscribers to this post.

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Great stuff, thank you for taking the time to write this! 💚 🥃

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