Good and Bad earnings recap and Brookfield Bonanza
0:00: Introduction1:38: Trump and navigating uncertainty in the markets5:40 : How has retirement changed? 12:00: TFI International’s disaster quarter 23:01: Garmin earnings 26:12 : Watsco earnings30:1...
25 Helmi 202544min
'Spread'-ing risk in bonds
In this week's Long-Term Investing Podcast, Barry and Ernest discuss their fixed income strategy with spreads at multi-decade highs, then discuss Q4 earnings for Amazon, TransDigm, and Restaurant Bran...
19 Helmi 202542min
Why we are not 'tariff-ied'
0:00: Introduction1:20: More thoughts on Trump's tariffs6:40: Trump’s new tariffs on China11:40: Baskin’s long-term strategy resiliency to macro events15:10: Capex spend for big tech20:01: PE ratios i...
11 Helmi 202535min
Netflix’s next act + mailbag!
This week, Barry and Ernest break down Netflix’s huge quarter and its initiatives in sports before doing another mailbag, answering questions about key learnings, US tariffs, and, believe it or not, s...
28 Tammi 202540min
Predictions are hard and Ernest meets Mike Rose
0:00 – Introduction 2:33 – The recent market pullback 5:28 – Goldman Sachs forecast for 3% market returns 8:50 – Issues in predicting long-term market performance 11:30 – The global scale of new tech...
21 Tammi 202534min
Take me to the Stars! An update on Constellation Software
0:00 – Introduction 4:09 – Why invest in Canadian compounders? 9:55 – How we define a compounder 15:45 – Why Compounders deserve to trade at high prices 24:50 – How we are reacting to Trudeau's resi...
14 Tammi 202554min
Year-End Wrap
0:00: Introduction 1:30: managing your emotions in the markets 3:03:Hard to learn lessons in a bull market 5:29: Silliness in the market today 7:45:Sticking to our circle of competence 9:40: Year-End ...
17 Joulu 202446min
Getting Back into Meta + Your Questions
0:00 Introduction 2:54 Market Bubble? 8:26 Getting Back into Meta 12:45 Thesis for Meta 13:31 Successful Pivots of Meta over the Years 16:15 What Makes Meta’s Social Media Apps Different? 17:53 AI Opp...
10 Joulu 202447min
