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

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Braden’s Back to Discuss Constellation’s Wild Week

The Canadian Investor

Braden’s Back to Discuss Constellation’s Wild Week