Chit Chat Stocks
Chit Chat Stocks
Chit Chat Stocks
Chuck Akre: Betting Big On Quality Stocks ($AMT, $CSU, And?)
1 hour 5 minutes Posted Jun 10, 2026 at 8:00 am.
) Introduction
) Chuck Akre's Unconventional Journey to Investing
) Akre Capital Management's Performance and Transition
) The Three-Legged Stool Investment Philosophy
) Case Studies: American Tower and Private Equity Investments
) Trimming Positions and Opportunity Costs
) Case Study: O'Reilly Automotive's Reinvestment Moat
) Constellation Software: A Long-Term Holding
) Akre's Portfolio Performance and the SaaS Pivot
) Lessons from Akre Capital Management
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Show notes
On this episode of Chit Chat Stocks, Brett and Ryan discuss Chuck Akre and Akre Capital Management in the latest edition of their super investor series. We discuss:
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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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