I highly recommend any $CSU.TO $TOI.V $LMN.V shareholder to read this letter by @MichaelGielkens: tresorcapitalnieuws.nl/en/de… Insanely cool nuggets of information from their meeting with $CSU.TO CFO Jamal Baksh: "Although the organization is structured in an extremely decentralized manner, there is currently clear centralized oversight regarding the implementation of artificial intelligence. The company has developed an internal index that assigns each individual business unit a score from zero to three based on its AI progress. This progress is reported directly to the supervisory board." "Baksh acknowledged that the recent drop in the stock price has caused a lot of anxiety and concern among the staff. An estimated 4,000 to 4,500 employees own shares in the company. This is partly due to Constellation’s unique compensation plan, which requires key employees to reinvest the bulk of their cash bonus in Constellation shares—purchased on the stock market and not obtained through stock option packages—and to hold these shares for at least four years." "To address concerns and explain the long-term strategy, the leaders of the various business groups are currently holding special meetings for employees. Incidentally, there has been no increase in employee turnover as a result of the drop in the stock price. Baksh himself views the lower valuation purely as a buying opportunity and was pleased that he was able to execute his mandatory share purchase using his bonus at a significantly lower multiple compared to last year." "Sabre’s current management attempted to thwart Constellation’s influence through a defensive structure. Mark Leonard personally negotiated with them immediately after the announcement. The company has tentatively agreed to one board seat instead of the two originally intended for Constellation." "The only obstacle to scaling up the PEMS strategy more quickly is the shortage of internal leaders within Constellation who have the time and expertise to serve on these external boards in addition to running their own companies." and a lot of other information!! Thanks a lot for sharing this, Michael!!