These are the pros and cons of Canadian Banks
Packed show today with a great discussion of "Higher for Longer" and what it means for your portfolio, a quick review of our Copart thesis and then our feature discussion on the Canadian Banks. We rev...
6 Syys 202336min
Amazon's outlook isn't Cloudy
We are back with a great conversation about Amazon. The everything store and cloud giant is firing on all cylinders. Has new CEO, Andy Jassy, finally set Amazon up for sustainable profits going forwar...
21 Elo 202336min
Apple
Back from vacation with our best podcast ever. Ernest and I discuss why we love companies that have the owner operator mindset and make themselves invincible on the balance sheet. Then we discuss our ...
11 Elo 202333min
Fewer Decisions and Updates on TFI, Constellation Software and Netflix
In this week's episode, Barry and Ernest discuss disruptions in the trucking industry, Constellation Software's big deal, and react to Netflix's earnings.
25 Heinä 202334min
The Magnificent Seven
This week's episode is a grab-bag of random topics. Ernest and I touch on the Magnificent Seven (the seven mega-techs that are driving the current rally), Domino's partnership with Uber, the FTC case ...
14 Heinä 202335min
What we are looking for in a High Quality Investment
Join us for another great episode! Today we talk about the under-performance of the TSX year to date, the volatility of a stock's performance in any one year, dividend stocks vs. interest rates and wh...
24 Kesä 202337min
FirstService - A Canadian Compounder with a long runway of growth.
This week’s episode discusses Netflix’s initial success in cracking down on password sharing, followed by a rare macro forecast from Ernest, and then finally our feature company: a “boring” property m...
12 Kesä 202333min
Label me a Compounder! CCL Industries a company you may not know but should...
Ernest and I, kick off this episode with a discussion about AI and Nvidia as well as stock price volatility, then we move on to talk about the opportunity in Brookfield Corporation. Next we discuss th...
26 Touko 202330min
