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Apple
Season 1 Episode 19
Back from vacation with our best podcast ever. Ernest and I discuss why we love companies that have the owner operator mindset and make themselves in…
2 years, 7 months ago
Fewer Decisions and Updates on TFI, Constellation Software and Netflix
Season 1 Episode 19
In this week's episode, Barry and Ernest discuss disruptions in the trucking industry, Constellation Software's big deal, and react to Netflix's ear…
2 years, 8 months ago
The Magnificent Seven
This week's episode is a grab-bag of random topics. Ernest and I touch on the Magnificent Seven (the seven mega-techs that are driving the current ra…
2 years, 8 months ago
What we are looking for in a High Quality Investment
Season 1 Episode 17
Join us for another great episode! Today we talk about the under-performance of the TSX year to date, the volatility of a stock's performance in any …
2 years, 9 months ago
FirstService - A Canadian Compounder with a long runway of growth.
Season 1 Episode 16
This week’s episode discusses Netflix’s initial success in cracking down on password sharing, followed by a rare macro forecast from Ernest, and then…
2 years, 9 months ago
Label me a Compounder! CCL Industries a company you may not know but should...
Season 1 Episode 15
Ernest and I, kick off this episode with a discussion about AI and Nvidia as well as stock price volatility, then we move on to talk about the opport…
2 years, 10 months ago
Get the door. It's Domino's
Season 1 Episode 14
This podcast delivers in just over 30 minutes a hot, tasty and fresh take on Domino's Pizza. Domino's stock soared during 2020/2021 but has pulled ba…
2 years, 10 months ago
Going on the Canadian Rails
Episode 13
All aboard! Grab your ticket, sit back and enjoy the relaxing ride as you learn all about the Canadian Railroads: Canadian National Railway and Canad…
2 years, 10 months ago
Banking on Canadian Banks
Episode 12
This week we have a very special guest....David Baskin, Chairman, Founder and Portfolio Manager at Baskin Wealth Management. In our opening discussio…
2 years, 11 months ago
Everybody's going to Costco!
Episode 11
Costco's stores are so busy that no one goes there anymore, just kidding! Costco store traffic continues to be very strong, Costco's balance sheet is…
2 years, 11 months ago