Show Notes
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 Meeting 9:20 – Constellation's compounding runway 20:22 – AI impacts to CSU's model 25:24 – CSU's new compensation structure 27:33 – The potential threat of CSU imitators 33:47 – Brookfield earnings
More from Long Term Investing - With Baskin Wealth Management
👉 Click Here to Subscribe: https://www.youtube.com/@LongTermInvestingPodcast
👉 Click Here to Subscribe: https://www.youtube.com/@LongTermInvestingPodcast
Meta has spent billions betting on artificial intelligence. Now, investors may finally be getting a glimpse of what that investment could become.
The Long Term Investing Podcast is back with a brand-new season and a brand-new look. Barry Schwartz, President and Chief Investment Officer, and Ernest Wong, Head of Research and Portfolio Manager at Baskin Wealth Management, return to break down why short-term volatility hasn’t shaken their conviction in owning high-quality compounders—businesses that can grow earnings and free cash flow per share, reinvest at attractive rates and create value over the long term.
Recorded: June 10, 2026 This week, Barry and Ernest review the current state of the stock markets including the mega IPO of SpaceX before discussing the strong performance of the Canadian banks.