Mentions

The host expresses a strong bullish sentiment towards Constellation Software, believing that its business model is highly resilient to artificial intelligence disruption and is, in fact, well-positioned to benefit from AI. He highlights that software vendors themselves are ideally suited to leverage AI for creating new code and enhancing their offerings, which aligns perfectly with Constellation Software's strategy. This robust positioning gives CSU and its family of stocks a significant advantage in the evolving technological landscape.