Braden is Back to Discuss Constellation’s Wild Week

Braden’s back with Simon and Dan for the quarterly mastermind discussion. In this episode we primarily talk about Constellation Software’s wild week: Mark Leonard’s abrupt exit for health reasons following a rare conference call with investors on AI. We weigh continuity vs. key-person risk, why the slower pace of big deals might be prudence (not decay), and whether AI fears are overblown for mission-critical vertical software. 

Tickers discussed: CSU.TO 

Check out our portfolio by going to Jointci.com

• Our Website
• Our New Youtube Channel!
• Canadian Investor Podcast Network Twitter: @cdn_investing
• Simon’s twitter: @Fiat_Iceberg
• Braden’s twitter: @BradoCapital
• Dan’s Twitter: @stocktrades_ca

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Apple Podcast - The Canadian Real Estate Investor 

Spotify - The Canadian Real Estate Investor 

Web player - The Canadian Real Estate Investor

Asset Allocation ETFs | BMO Global Asset Management

Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

See omnystudio.com/listener for privacy information.