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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, 8 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, 9 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, 9 months ago
I Wanna Rock and Roll All Nite and Invest in Live Nation Every Day
Season 1 Episode 10
Ernest and I tackle a controversial investment, Live Nation. We start the podcast by discussing why we still see value in "Big Tech". Then we move on…
2 years, 9 months ago
Wait a minute? You bought an Oil Stock?
Season 1 Episode 9
In this week’s episode, Barry & Ernest discuss the prospects for the Canadian energy sector and our recent investment in Canadian Natural Resources. …
2 years, 10 months ago
Sometimes the light's all shinin' on TFI International
Alain Bedard has built a trucking giant in TFI International. Come learn about one of the best capital allocators in Canada.
2 years, 10 months ago
Everything you ever wanted to know about Factor Investing and Netflix
Season 1 Episode 7
Happy Friday! We are back with another episode of the Long Term Investing Podcast. In today's episode, Ernest and I, talk about Factor Investing and…
2 years, 11 months ago
Chatting about ChatGPT and making sense of Brookfield
Season 1 Episode 6
Welcome back to the podcast! A new year brings us the first Long Term Investing Podcast of 2023. Please join us as we talk about ChatGPT and it's p…
3 years ago
What do Constellation Software and Restaurant Brands have in common?
Season 1 Episode 5
Happy Friday! You'll love this episode as Ernest and I talk about Mark Leonard, Constellation Software, as well as Restaurant Brands. We talk Mark L…
3 years, 1 month ago
Opportunities in Canadian Real Estate Investment Trusts
Episode 4
Canadian Real Estate Investment Trusts have had a tough year on the back of rising interest rates and worries about inflation and a possible recessio…
3 years, 1 month ago