Constellation Software's pivot
About this episode
This week, Barry and Ernest discuss ConstellationSoftware's annual meeting and the strategic changes being made to continuecompounding into the future, before ending with Brookfield's earnings.
0:00- Introduction
0:58 – Constellation Software Annual Meeting
9:20 – Constellation's compounding runway
20:22 – AI impacts to CSU's model
25:24 – CSU's new compensation structure
27:33 – The potential threat of CSU imitators
33:47 – Brookfield earnings
Get every episode summarized
Each time Long Term Investing - With Baskin Wealth Management publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Long Term Investing - With Baskin Wealth Management
What's next for Canadian banks?
Long Term Investing - With Baskin Wealth Management
Financial Planning Special
Long Term Investing - With Baskin Wealth Management
Constellation Software's New Era
Long Term Investing - With Baskin Wealth Management
The Greg Abel Era at Berkshire
Long Term Investing - With Baskin Wealth Management