What Makes a Great Software Company? Plus, an Update on Constellation Software (CSU.TX)
Chit Chat Stocks
Intro
Braden Dennis, CEO of Fin Chat, shares his enthusiasm for stocks and investing, discussing his portfolio holdings and insights on software companies' performance, touching on the challenges of running and building a software company.
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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