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