6 Future Share Cannibals; Ryan’s New Favorite Small-Cap; Mark Leonard Tribute (Constellation Software)

Chit Chat Stocks · Sep 26, 2025 · 1h 6m

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:

(00:00) Introduction

(02:26) AI Boom and Market Implications

(08:35) Electricity Consumption and AI

(16:43) Drafting Future Share Cannibals

(21:09) Criteria for Selecting Share Cannibals

(41:39) Mark Leonard's Legacy and Constellation Software

(47:10) Yelp's Business Model and Market Position

(53:15) Compass's Disruption in Real Estate

(59:14) Listener Questions

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