Ferrari’s pit stop through 2030
In the latest episode, Barry and Ernest provide an update onConstellation Software's management changes, earnings from Domino's Pizza and Costco, and Ferrari's strategy over the next 5 years. 0:00- In...
21 Loka 202545min
Constellation's AI playbook
This episode was recorded before the sad news that Mark Leonard had to step down as CEO of Constellation Software for health reasons. We wish him a full and speedy recovery. This week, Barry and Ernes...
1 Loka 202534min
Getting carried away with Brookfield
This week, Barry and Ernest provide an update onBrookfield after its annual investor day, before breaking down Adobe's earnings and business updates. 0:00- Intro6:40- Brookfield annual investor days9:...
24 Syys 202551min
Searching a way out
This week, Barry and Ernest break down Google's favorable antitrust remedies ruling and how it impacts Google, Apple, and perhaps surprisingly, Live Nation. 0:00- Intro2:04- Google's antitrust risk8:3...
16 Syys 202536min
Why Long-Term Investing?
This week, Barry and Ernest discuss the risks of alternativeinvestments and explain why long-term investing makes sense, before reviewing the current state of Canadian banks. 0:00- Intro2:20- Are alte...
9 Syys 202544min
Defending Big Tech’s AI splurge
Barry and Ernest are back from summer vacation and discuss why companies need to think locally in international markets, before breaking down how Big Techs can earn healthy returns on their massive ca...
3 Syys 202544min
Adobe: Still a Creative Compounder
0:00 – Introduction5:06 – Tariffs removing regulatory scrutiny on Americantech9:03 – Importance of culture for long-term performance15:28 – Update on Adobe27:58 – Netflix’s earnings34:26 – Domino’s ea...
29 Heinä 202546min
Bye to Seven and I
In this week’s podcast, Barry and Ernest react to Alimentation Couche-Tard announcing it will drop their bid for Seven and i, before discussing TSMC’s quarterly earnings.
22 Heinä 202545min
