Roku (ROKU) | Deep Dive

Roku (ROKU) | Deep Dive

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Alphabet's Mega Debt Offering; Oscar Health and Spotify Earnings; Value Play Or Value Trap?

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:(00:00) Introduction(03:02) Analyzing Monday.com(11:04) Big Tech and AI: Alphabet's Bond Issuance(21:32) Value Play or Value Trap(36:32) ...  Show more

Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (Ticker: CSU)

On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research about Constellation Software (Ticker: CSU). The stock is in a deep drawdown, its largest ever. We discuss:(00:00) Introduction(03:50) Understanding Constellation Software's Business Model(06:40) T ...  Show more

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