What Makes a Great Software Company? Plus, an Update on Constellation Software (CSU.TX)

Chit Chat Stocks · Jul 17, 2024 · 58m

On this episode of Chit Chat Stocks, Brett and Ryan talk with Braden Dennis, host of the Canadian Investor Podcast and founder of Finchat.io.

Braden's Twitter/X: https://x.com/BradoCapital

Canadian Investor: https://thecanadianinvestorpodcast.com/

They discuss:

Chapters

(00:00) Introduction and Background

(04:32) Braden's Investment Approach

(07:31) The Concentration in Constellation Software

(22:00) Understanding Brookfield Corporation

(28:02) Exploring Braden's Stock Portfolio

(32:20) Opportunities in Small-Cap Stocks and Fintech

(32:36) Terravest: A Serial Acquirer in Manufacturing and…