Analyzing Constellation Software's Performance and Capital Allocation Strategy

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:

(00:00) Earnings Season Kickoff: Banks and Brokerages

(06:29) Sequoia's Investment in Stripe: A Benchmark for Payment Processors

(09:38) The Momentum Swing: Unprofitable Small Caps vs Profitable Large Caps

(18:06) Industry Leaders at 52-Week Lows: John Deere, McDonald's, Paycom, Nike, Winnebago, and Brown-Forman

(33:00) Introduction and Discussion of Brokerages

(35:02) Comparison of Orion and Brokerages

(42:47) Discussion of Public Investing

(43:50) Small Cap of the Week: IZEA Worldwide

(51:08) Discussion of Ally Earnings

(56:47) Overview of Big Banks' Net Interest Income

(1:03:22) Discussion of the Celsius Scandal

(1:04:23) Upcoming Events: Netflix Earnings and Big Tech Reports

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