More on Tariffs, Google, Couche-Tard and Copart
0:00 Intro 1:54 Trump’s tariff threats + challenges 9:34 How Tim Cook managed Trump’s first term 13:37 Have markets peaked? 15:29 Google’s challenges from antitrust and AI 26...
3 Joulu 202445min
Tracking Berkshire's Portfolio + Your Questions!
0:00 Introduction 1:14 The Tyson/Paul event on Netflix 5:57 What Trump means for your portfolio? 14:18 Tracking Berkshire Hathaway's portfolio 25:09 Live Nation's blowout demand 34:49 Mailbag- Mana...
27 Marras 202447min
Taking a position in TransDigm
0:00 Introduction 2:08 What Does Trump’s Victory Mean for the Markets? 10:30 Breaking Down the Broader Economic Environment 16:30 Ultimate Long-Term Focus: Constellation Software 22:50 Similarities Be...
18 Marras 202443min
Catching up on Apple, Berkshire and Garmin
0:00 Introduction 2:10 Bell Canada’s Acquisition of Ziply: Does It Make Sense? 7:04 Balance Between Shareholder Expectations and Corporate Policy for Bell Canada 10:35 Breaking Down Apple’s Growth Run...
11 Marras 202440min
Quality Investing for the Long Run - Webinar replay
On Tuesday October 29th, 2024 seasoned investors Barry Schwartz and Ernest Wong hosted an exclusive webinar, Quality Investing for the Long Run. Discussing timeless strategies to build wealth and secu...
4 Marras 202458min
Thinking about elections and earnings
0:00: Introduction 1:41 Impact of Bank of Canada’s Interest Rate Policy on Markets 9:50 Does it Really Matter: US Presidential Election 14:12 Breaking Down the Earnings Season 15:28 Update on CoStar:...
30 Loka 202448min
Stocks at all-time highs and thoughts on AI and Pizza
0:00 Introduction 1:45 Subdued response to our Garmin pitch? 3:48 Our take on the strong markets 8:23 Learnings from Adobe MAX 17:16 Our experiments with using AI tools in investment research 22:24 ...
22 Loka 202442min
Canadian Natural Resources: A Wall of Free Cash Flow is on the way
0:00- Introduction 3:31- Did we miss the Chinese stock rally? 9:15- Why we sold Vail Resorts and CN Rail 18:24- Benefiting from bad weather 22:34- Breaking down CNQ's recent acquisition In this w...
16 Loka 202440min
