Dan is back as we break down a busy week in Canadian markets. We look at Constellation Software's latest quarter and if the drawdown is a buying opportunity. Shopify delivers another strong quarter but the stock dips anyway. WSP Global’s record backlog signals sustained infrastructure strength, and we revisit GoEasy’s first results since the short report to assess the real risks behind its “secured” loans. Plus, a quick reflection on Warren Buffett’s farewell letter and Greg Abel’s transition at Berkshire Hathaway.

Tickers of stocks discussed: CSU, TOI, SHOP, LSPD, WSP, BRK.B, AAPL, V, MA, GSY.TO

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