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Constellation Software's pivot
Автор: Long Term Investing Podcast
Загружено: 2025-05-21
Просмотров: 3441
Описание:
This week, Barry and Ernest start the podcast with a discussion about Constellation Software’s annual meeting and the strategic changes they are making to continue compounding into the future, and finish with a review of Brookfield’s recent 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
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