Avsnitt Constellation Software's New Era Long Term Investing - With Baskin Wealth Management Spela Dela
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? Rss Apple Podcaster →