Episode

Constellation Software's New Era

Podcast: Long Term Investing - With Baskin Wealth Management
Published: May 26, 2026
Duration seconds: 2850
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Canonical source: https://podcasters.spotify.com/pod/show/barry532
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Summary

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?