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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Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

Supporting documentation for any claims will be furnished upon request.

If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions .

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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FinChat.io is The Complete Stock Research Platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw

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Sign up for YellowBrick Investing to track the best investing pitches across the internet: joinyellowbrick.com/chitchat

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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.

What Makes a Great Software Company? Plus, an Update on Constellation Software (CSU.TX)

Chit Chat Stocks

What Makes a Great Software Company? Plus, an Update on Constellation Software (CSU.TX)