ML
Mark Leonard
Person
Mark Leonard is the founder and chief executive officer of Constellation Software, a Canadian company known for acquiring and operating vertical-market software businesses. Under his leadership, Constellation became one of the strongest long-term performers in the public software sector.
2 episodes featuring Mark Leonard
Yet Another Value Podcast
Higher rates test AI infrastructure and investor discipline
The episode connects interest-rate sensitivity, financing risk, and management capital allocation to the harder question of identifying durable compounders.
Aug 27, 2026 · 27 min
Consider This from NPR
Trump accelerates the unraveling of global rules
The episode examines whether attacks on NATO, the United Nations, and U.S. commitments are weakening the institutions that have organized international cooperation.
Aug 23, 2026 · 9 min