EPISODE · May 27, 2025 · 42 MIN

Constellation Software's pivot

from Long Term Investing - With Baskin Wealth Management · host Barry Schwartz

This week, Barry and Ernest discuss ConstellationSoftware's annual meeting and the strategic changes being made to continuecompounding into the future, before ending with Brookfield's earnings. 0:00- Introduction 0:58 – Constellation Software Annual Meeting9:20 – Constellation's compounding runway20:22 – AI impacts to CSU's model25:24 – CSU's new compensation structure27:33 – The potential threat of CSU imitators33:47 – Brookfield earnings

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Constellation Software's pivot

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