Stryker: Hips, Shoulders, Knees and Toes
Jam packed episode this week! First, Ernest discusses what he does during earnings season. Next, Barry and Ernest discuss why stocks react the way they do after reporting quarterly earnings. Then, Bar...
6 Feb 202439min
Netflix: Laying the Smackdown on its competition
In this week's podcast, Barry and Ernest, talk streaming and the Canadian Railroads. But first they discuss how one should behave in a bull market and talk about the valuations of stocks as we start 2...
30 Jan 202435min
10 Trillion things we love about Blackrock
Our feature discussion today is about Blackrock, the $10T asset manager juggernaut. We discuss our reasons for owning Blackrock as well as a deep dive into its recent acquisition in the private equity...
23 Jan 202431min
A Deep dive into our research process
This week, Barry and Ernest dive deep into their research process and what they look for in buying a new company for their client's portfolio. If you love discussions about management, culture, capita...
15 Jan 202440min
Deals, Deals, Deals
Happy New Year! We are back with our first episode of 2024. It is a packed show. First, Barry and Ernest, rant a little bit about short-term thinking and narratives that drive the market. Then, they d...
8 Jan 202436min
A review of the highlights and lowlights of 2023
This is the final episode of 2023! Barry and Ernest review the crazy year that was 2023. We discuss why staying with market leaders is the right choice for us over the long-term. Also Ernest talks abo...
20 Des 202333min
Constellation, Brookfield, Canadian Banks and Lessons Learned from Charlie Munger
Barry and Ernest discuss the large opportunities for Brookfield and Constellation, lessons they have learned from Charlie Munger - especially his speech "The Art of Stock Picking" and then a review of...
4 Des 202337min
The Toronto Twelve
In this week's episode, Barry and Ernest discuss the Toronto Twelve. Twelve stocks on the TSX exchange that have compounded their shareholders returns by over 15% a year going back 10 years. They disc...
27 Nov 202340min
