What's next for Canadian banks?
Recorded: June 10, 2026This week, Barry and Ernest review the current state of the stock markets including the mega IPO of SpaceX before discussing the strong performance of the Canadian banks. 0:00- ...
17 Kesä 42min
Constellation Software's New Era
This week, Barry and Ernest discuss key learnings from the Constellation Software's annual general meeting. 0:00- Introduction3:52- Constellation Software backdrop 12:08- CSU's response to AI 25:50- C...
26 Touko 47min
The Greg Abel Era at Berkshire
Recorded on: May 6, 2026This week, Barry and Ernest discuss the strong outperformance of AI-adjacent companies before discussing Berkshire Hathaway’s first AGM without Warren Buffett.0:00- Introducti...
12 Touko 41min
TFI's trucking rebound
This week, Barry and Ernest discuss Tim Cook's retirement and legacy, smart share buybacks from companies, and TFI International's improving financial outlook.0:00- Introduction 2:12- Tim Cook's retir...
5 Touko 32min
Fairfax: Fair and Friendly
Recorded on: April 22, 2026This week, Barry and Ernest break down their newinvestment in Fairfax Financial including the business model, similarities anddifferences to Berkshire Hathaway, and their st...
28 Huhti 43min
Quality on sale
In the latest episode, Barry and Ernest explain why business quality matters more than macroeconomics concerns and also provide an update on FICO and the rationale for selling CoStar Group last year. ...
21 Huhti 41min
More market turmoil + A fair new idea
In this week's episode, Barry and Ernest discuss broader implications of the Iran conflict before breaking down a new addition to the portfolio. 0:00- Introduction2:12- Long-term implications of Iran ...
14 Huhti 31min
