# Constellation Software's New Era

Page: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/constellation-software-s-new-era
Text version: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/constellation-software-s-new-era.md
Podcast: [Long Term Investing - With Baskin Wealth Management](https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574)
Published: 2026-05-26T12:58:15+00:00
Episode link: https://podcasters.spotify.com/pod/show/barry532
Audio file: https://audio-delivery.cohostpodcasting.com/audio/b0adfb2c-55ba-452f-88d1-53f7b32b626b/episodes/16e3c5ad-1331-41cb-8db6-430d914e450d/episode.mp3
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JSON: https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/constellation-software-s-new-era
Duration seconds: 2850

## Resource

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?

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## Transcript

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