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Which podcasts are discussing CSU.TO?
26 ATTRIBUTED IDEAS · 20 EPISODES · 11 SHOWS
The shows
We Study Billionaires - The Investors Podcast Network
Excess Returns
The Business Brew
The Compound and Friends
Bankless
Invest Like the Best with Patrick O'Shaughnessy
Planet MicroCap Podcast
The Acquirers Podcast
The Pomp Podcast
The Twenty Minute VC
Thoughtful Money
Where the discussion went deepest
26 JUL2W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 48:22
Constellation Software resilient against AI disruption
“The bull case argued for Constellation Software: market fears of AI disrupting vertical software ('software apocalypse') create a mispricing, as deeply embedded systems of record possess multi-layered moats that AI will enhance rather than displace.”
RWH070: Hunting For Hidden Treasures w/ Christopher Begg · with Christopher Begg
Core thesis · 5/5Verify in source →
3 MAY3 MAYWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 57:49
Concentration acceptable for exceptional businesses
“The case made was that high portfolio concentration in exceptional, rare businesses is a rational strategy, as evidenced by successful entrepreneurs and families.”
TIP812: Mohnish Pabrai on Berkshire & Letting Winners Run · with Mohnish Pabrai
29 MAR29 MARWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 10:00
Framing: see what a business highlights and omits
“The speaker argued that investors should analyze both the KPIs a business chooses to highlight and, crucially, those it omits to understand its true economic reality.”
TIP803: How Economics and Art Shape Better Investors w/ Kyle Grieve
Core thesis · 5/5Verify in source →
20 MAR20 MARWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 50:07
Constellation Software resilient to AI disruption
“The guest argued that Constellation Software's niche vertical software businesses are largely insulated from AI disruption due to high switching costs, private data, and the mission-critical nature of their applications.”
TIP800: Navigating an AI-Driven Market w/ François Rochon · with Stig
Core thesis · 5/5Verify in source →
7 AUG7 AUG 2025PLANET MICROCAP PODCAST · 5:30
Constellation Software: a 100-bagger microcap lesson
“The guest argued that Constellation Software in 2009 was a quintessential microcap find: a high-ROE, self-financing company with zero analyst coverage trading at a low multiple, which taught lessons about identifying quality early and holding for the long term.”
Know Your Edge with Jordan Zinberg, President & CEO of Bedford Park Capital · with Jordan Zinberg
Core thesis · 5/5Verify in source →
16 JUL4W AGOTHE TWENTY MINUTE VC · 1:14:00
AI SaaS faces rapid terminal decay
“The speakers argued that legacy SaaS companies lacking net-new revenue streams face accelerating terminal decay as AI dramatically lowers software switching costs.”
20VC: Apple Sues OpenAI | Zuckerberg Back on X and Challenging Codex and Claude Code | SK Hynix's $26BN IPO | Is Seed Investing Dead: Jason Calacanis Departs Seed for Growth
In depth · 4/5Verify in source →
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