Mid-Year Check-In + Breaking Down National Bank
In this week's episode, Barry and Ernest review the first six months of 2025 deep dive into National Bank.0:00 – Introduction2:10 – A review of the first six months of 20258:22 – Good businesses outpe...
15 Heinä 202558min
Alternatives to alternatives
Barry and Ernest break down their views on investing in gold and “alternatives” and then discuss Alimentation Couche-Tard’s earnings.0:00 – Introduction1:40 – The Outsiders + capital allocation5:33 – ...
2 Heinä 202544min
TSMC: The Strong Moat Compounder
In this episode, Barry and Ernest discuss their framework for evaluating disruption before discussing a new addition to the portfolio.0:00 – Introduction1:29 – Our thoughts on disruption risk3:35 – Th...
25 Kesä 202541min
Checking out at Costco
This week, Barry and Ernest discuss why people aredrinking less alcohol, talk about the importance of culture & incentives, and provide an update on Costco.0:00 – Introduction2:51 – The “Big Beautiful...
17 Kesä 202550min
Talking Investment Strategy + Taking your Questions!
In this episode, Barry & Ernest dive into key lessons from the past five years of investing and share our latest thoughts on the market. We challenge the idea that complexity leads to better results, ...
11 Kesä 202552min
Constellation Software's pivot
This week, Barry and Ernest discuss ConstellationSoftware's annual meeting and the strategic changes being made to continuecompounding into the future, before ending with Brookfield's earnings. 0:00- ...
27 Touko 202542min
Not yielding for yield
This week, Barry and Ernest discuss their preference forcompounders over dividend-paying stocks before providing an update on Alimentation Couche-Tard, Canadian Natural Resources, and Tourmaline Oil. ...
27 Touko 202549min
Lessons from the greatest investor of all time
0:00– Introduction2:43– How Buffett has influenced our investing journey14:34– Our favorite Buffett investments27:35– Berkshire under Greg Abel 40:58– Berkshire highlights and mistakes over the years4...
13 Touko 20251h
