4/

The beauty of these “boring” companies:

(a) inexpensive to acquire, $2-4M apiece 

(b) Too small to attract competition from BIG TECH $MSFT $GOOG $CRM etc

(c) Easily improved using the “Constellation Way” to spit cash for ever more acquisitions (COMPOUNDING LEVERAGE) https://t.co/n1eCyBVPH3