Sublime

One software firm that doesn't get enough attention is $BSY - Bentley Systems ($14B market cap) The business focuses on engineering software to build and operate the world's infrastructure Here is perspective on the business (charts from mgt presentations) https://t.co/MUO0jm3pce

There is no better margin of safety than a management able to increase intrinsic value over time. Bill Nygren is clear about it https://t.co/XdAXasMTuj

Michael Price Lecture Notes Price was Seth Klarman’s mentor , so I’m sure investors can gain a lot by studying him. https://t.co/PmocAEHz8Y