According to @QCompounding, Omda is founder-led with 40% insider ownership, a structure that can align management and shareholder interests. According to @QCompounding, the company’s margins are improving quickly, signaling operational progress. According to @QCompounding, high-quality investors such as Damien Leonard (son of Mark Leonard) are on board, indicating notable investor confidence.

According to @QCompounding on X on Jan 14, 2026, Lumine Group (TSX: LMN) is a spin-off from Constellation Software with a stated mission to acquire vertical market software companies in telecom and media, and Mark Leonard is quoted as wanting his grandchildren to hold Lumine Group for life (source: @QCompounding).

According to @QCompounding, Mark Miller—dubbed by some investors the "Charlie Munger of Software"—holds roughly $700 million of Constellation Software (TSX:CSU) stock and bought additional shares in the open market after Mark Leonard stepped down, indicating he views the stock as a buy (source: @QCompounding). For trading context, insider open‑market purchases are historically associated with positive abnormal returns, which many traders treat as a bullish signal (source: Lakonishok and Lee, 2001; Seyhun, 1986).

According to @QCompounding, Mark Leonard turned $25 million into $80 billion and all of his shareholder letters—described as full of wisdom—have been compiled into one handy PDF for convenient review, providing a centralized primary-source resource for investment analysis. Source: @QCompounding on X, Oct 5, 2025.

According to Compounding Quality, Constellation Software (CSU.TO) has built a track record of strong and consistent results by acquiring niche software firms and maintaining a long-term holding strategy (source: @QCompounding, June 21, 2025). Under CEO Mark Leonard, the company emphasizes sustainable value creation over hype. This disciplined acquisition approach and focus on operational excellence have led to world-class financial performance. For crypto traders, CSU's strategy highlights the potential of tech sector consolidation and long-term holding, which may influence sentiment and capital flows into technology-focused cryptocurrencies and blockchain projects.

According to Compounding Quality on Twitter, Mark Leonard's transformation of $25 million into $80 billion through Constellation Software is documented in his shareholder letters, which are now available in a single PDF. For traders, these letters offer concrete strategies on capital allocation, disciplined acquisition, and long-term compounding, which have influenced institutional investment trends and the broader tech sector. The availability of this resource provides actionable insights relevant to trading software and tech equities, with potential spillover effects into crypto markets as investors seek similar compounding opportunities and risk management approaches. Source: Compounding Quality (@QCompounding) on Twitter, May 9, 2025.