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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