The conversation covered: • Rogers Communications (RCI-B.TO) and the acquisition of the remaining stake in Maple Leaf Sports & Entertainment—why even exceptional assets can become less attractive when the price paid is too high. • Copart (NASDAQ: CPRT)—a business we’ve long admired for its dominant market position, hard-to-replicate asset base, founder-led culture, and attractive long-term prospects. • Constellation Software Inc. (TSX: CSU)—one of Canada’s highest-quality businesses. While concerns around AI have weighed on the share price, we continue to believe its portfolio of mission-critical vertical market software businesses is exceptionally well positioned for the long term.
At Hillside Wealth Management, our focus isn’t on predicting short-term market movements. It’s on identifying exceptional businesses, understanding what they’re worth, and patiently investing when opportunities arise.
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