What happens if you cross Berkshire Hathaway and a software business? Answer: http://www.csisoftware.com/wp-content/uploads/2017/04/2017-Presidents-Letter-1.pdf … > CSI's strategy is to be a good owner of hundreds (and perhaps someday thousands) of growing autonomous small businesses that generate high returns on capital.
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Seriously if you like Warren Buffett letters and know what MRR means you should read that; it is utter catnip to me.
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This is the world I live in. I work with two other investing firms that do exactly this. 100+ transactions closed over the last 2.5 years.
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