The Canadian Compounder discount
0:00: Introduction 0:56: Ernest’s discusses his debut on BNN Bloomberg 4:15: Why are there so few “super-investors”? 6:23: Canadian compounders trading at a discount to their U.S. peers and examples. ...
15 Apr 202432min
April Financial Planning Edition - All about Trusts
0:00: Introduction 1:27: Bare Trust Debacle 3:08: Why people set up joint accounts with family members 4:17: Explaining probate on non-registered accounts held jointly with family members 10:28: The p...
9 Apr 202430min
Compounding is afoot at the Circle K
0:00: Introduction 1:48: Golf and Cialdini 2:42: Our take on the the DOJ suit against Apple 11:42: The Apple Bull and Bear thesis 17:50: Feature discussion on Alimentation Couche-Tard (ATD) 19:40: The...
1 Apr 202445min
Tourmaline Oil - It's a gas, gas, gas.
0:00: Introduction 0:56: Charlie and Warren rubber duckies backstory 2:36: Bank of Canada interest rate announcement and why it is reluctant to lower interest rates. 7:47: why does this matter for l...
19 Mars 202443min
Buffett, National Bank and Royal way to value CNQ
0:00: Intro 2:09: What to do in a bull market: 5:12: Berkshire Annual Letter 9:22: Reviewing Berkshire's under-performing assets 16:29: Letting your winners compound: 18:29: Why National Bank is outpe...
12 Mars 202436min
Financial Planning Edition with Benjamin Klein
0:00: Intro 0:50: Introducing Benjamin Klein 3:49: What is Financial Planning? 5:08: Should one get a CFA or CFP? 7:37: Does everyone need to do a financial plan? 13:12: The value of knowing your clie...
4 Mars 202440min
Sitting on Topicus of the World
0:00: Intro 2:22: Our take (or lack of it) on Nvidia's earnings 4:32: Having patience for long-term investments as a long-term investor 7:29: Case study on Costar Group's investment in Homes.com 12:27...
26 Feb 202436min
Lessons from David Baskin
With Barry away this week, Ernest talks with Baskin Wealth Management’s founder and Chairman, David Baskin about the story of Baskin and how wealth management has evolved. This episode is full of stor...
17 Feb 202427min
