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Rebecca Hotsko chats with Braden Dennis. In this episode, they discuss Braden’s investment process looks like for finding great stocks, his 6-question framework for finding “high-quality businesses” to invest in, how to determine if a company’s high ROIC is sustainable or not, Braden’s analysis and deep dive into Constellation Software and Shopify, why the P/E ratio is not the right multiple to value Shopify with, and what metrics are more relevant to the company, how to make sure you don’t overpay for a business that’s trading at a premium, Braden’s thoughts on Brookfield Asset Management company given its spin-off, is Brookfield Asset Management’s spin-off good for shareholder value, and so much more!
Braden is the founder of Stratosphere and the co-host of The Canadian Investor Podcast.
IN THIS EPISODE, YOU’LL LEARN:
00:00 - Intro
04:32 - What Braden’s investment process looks like for finding great stocks.
06:36 - His 6-question framework and checklist for finding “high-quality businesses” to invest in.
10:53 - The most important factors he looks for to identify a company has a sustainable moat.
13:23 - How to determine if a company’s high ROIC is sustainable or not.
16:55 - Braden’s analysis and deep dive into Constellation Software and Shopify.
30:30 - How to make sure you don’t overpay for a business that’s trading at a premium.
37:39 - Why the P/E ratio is not the right multiple to value Shopify with, and what metrics are more relevant to the company.
50:46 - Braden’s thoughts on Brookfield Asset Management company given its recent spin-off.
51:06 - Is Brookfield Asset Management’s spin-off good for shareholder value.
And much, much more!
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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Email: Rebecca@theinvestorspodcast.com
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