Braden is Back to Discuss Constellation’s Wild Week
Description
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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