In this episode, we break down Constellation Software’s recent AI focused investor call. What management actually said and how it could shape M&A and vertical markets. We then do a deep dive into the new short report that was published on the subprime lender GoEasy with a balanced look at the key allegations, the numbers (interest receivable, charge-offs, delinquencies), and what to watch next.

Tickers of stocks discussed: CSU.TO, GSY.TO

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Goeasy Shares Sink After a Short Report. Should Investors Be Worried?