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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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
