Want to create an interactive transcript for this episode?
Podcast: The Intrinsic Value Podcast - The Investor’s Podcast Network
Episode: MI250: How to Find High Quality Companies w/ Braden Dennis
Description: 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 M...