Constellation Software's New Era
From Long Term Investing - With Baskin Wealth Management by Barry Schwartz
May 26, 2026 · 48 min
About this episode
Barry and Ernest discuss key learnings from Constellation Software's annual general meeting.
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?
People in this episode
Host: Barry Schwartz
Guest: Ernest
Topics covered
- Constellation Software
- annual general meeting
- AI response
- acquisition pipeline
- incentives
- investment strategy
Keywords
- Constellation Software
- annual general meeting
- AI
- acquisition
- incentives
- investment
Mentioned in this episode
Organizations: Constellation Software
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