TLDR Founders · MISCELLANEOUS

THE HOLDING COMPANIES OF OUR HEARTS

investing101.substack.com8 min read

Summary from the TLDR Founders newsletter

Constellation Software quietly turned $890M into $10.3B by buying 500 software companies since 2012 and never selling them. Now, AI entrepreneurs are copying this playbook - buying accounting firms and law offices to force AI adoption from the inside.