Constellation family

0
0

I know you’ve been pretty bullish on CSU and TOI. What you think of the third one of the family, LMN?

Thank you Dan! 👊🏼

Marked as spam
Asked on October 27, 2025 11:13 am
121 views
0
Private answer

This one is the same business model as Topicus and Constellation in regards to acquiring software players but I do believe the key difference here is Lumine serves the telecom/media space.

The company is growing at a pretty reasonable clip. I will admit, I sold this one post spinoff because I wasn't really all that interested in the communications/media side of things. I more so preferred Topicus/Constellation.

However, it's grown quite well. I think owning the entire "family" isn't all that crazy of an idea.

Marked as spam
Posted by Dan Kent
Answered on October 28, 2025 8:07 am