What Makes a Great Software Company? Plus, an Update on Constellation Software (CSU.TX)
Chit Chat Stocks
Closing Remarks and Disclaimers
The hosts wrap up the chapter by sharing ways for listeners to connect with them, providing details on their other projects, reiterating the importance of dedication in personal endeavors, and cautioning against mistaking their discussions for financial guidance.
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 Distribution
(37:19) Challenges and Surprises in Building a Software Business
(45:17) Misconceptions About Software Stocks
(48:53) The Importance of Efficient Operations in Software Companies
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
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