"Mindbody, a maker of software to help run fitness and yoga studios, agreed to be bought by private equity firm Vista Equity Partners for $1.9B in cash." mobile.reuters.com/video/2018/12/…
"Software companies taste like chicken. They’re selling different products, but 80 percent of what they do is pretty much the same.” “We exclusively focus on enterprise software.” google.com/amp/s/25iq.com…
"We are very disciplined buyers.” “You think about Warren Buffett and Henry Kravis, and to a great extent, Columbia seems to mint a whole bunch of people who understand value investing and go about it in a different way.” Robert Smith
