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"So, gonna point out to the best performer in the S&P 500. So, JB Hunt, the ticker is JBHT. So, this is important because not only is it a trucking and logistics company, but it's a bell weather for the US freight market. So, it's up almost 22%. So, on Paceport's best day since January of 1998."
The commentary highlights JB Hunt (JBHT) as the standout performer in the S&P 500, up almost 22% on a day marking its best performance since 1998. The speaker emphasizes its role as a bellwether for the US freight market and notes that while it has risen significantly today, it is still down roughly 2% year-to-date despite improved quarterly results and cost controls.
"Constellation Software, under the leadership of Mark Leonard, delivered a total return of 33.6% per annum since 2006 with free cash flow per share compounding at 27% annually. Mark\"s prudent capital allocation and limited dilution have built generational wealth for its shareholders, exemplifying one of the best capital allocators in modern history."
A tribute is paid to the long-term performance of Constellation Software as Mark Leonard steps down due to health reasons. The commentary underscores the company\"s stellar historical returns, disciplined share management, and the creation of generational value.
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