Constellation Software's Biggest Drawdown In 20 Years Is Forcing A Rethink

Core Insights - The analysis focuses on high-quality companies that can outperform the market over the long term due to competitive advantages and high defensibility [1] Group 1: Company Focus - The analysis emphasizes European and North American companies without constraints on market capitalization, covering both large cap and small cap companies [1] Group 2: Analyst Background - The analyst has a Master's Degree in Sociology with a focus on organizational and economic sociology, and a Bachelor's Degree in Sociology and History [1]