Long Term Investing - With Baskin Wealth Management

← Long Term Investing - With Baskin Wealth Management26 may · 48 min

Constellation Software's New Era

Constellation Software's New Era26 may48 min

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This week, Barry and Ernest discuss key learnings from the Constellation Software's annual general meeting.

0:00- Introduction

3:52- Constellation Software backdrop

12:08- CSU's response to AI

25:50- CSU's acquisition pipeline

34:15- Incentives at Constellation Software

39:17- What would make us sell CSU?