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Constellation Software's pivot
Season 1
Episode 89
Published 7 months, 3 weeks ago
Description
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