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![TLM_Capital Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1105091678648651777.png) Think Like Munger [@TLM_Capital](/creator/twitter/TLM_Capital) on x XXX followers
Created: 2025-06-26 18:29:30 UTC

Mark Leonard is all you need to put in the investment thesis for Constellation Software $CSU — the culture he’s built is beyond words. Others can read his letters, but replicating what he’s created is nearly impossible. Execution is the true moat.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1938303622028075445/c:line.svg)

**Related Topics**
[$csu](/topic/$csu)
[constellation](/topic/constellation)
[$csuto](/topic/$csuto)
[investment](/topic/investment)

[Post Link](https://x.com/TLM_Capital/status/1938303622028075445)