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Constellation's AI playbook
This episode was recorded before the sad news that Mark Leonard had to step down as CEO of Constellation Software for health reasons. We wish him a f…
3 months, 2 weeks ago
Getting carried away with Brookfield
This week, Barry and Ernest provide an update onBrookfield after its annual investor day, before breaking down Adobe's earnings and business updates.…
3 months, 3 weeks ago
Searching a way out
This week, Barry and Ernest break down Google's favorable antitrust remedies ruling and how it impacts Google, Apple, and perhaps surprisingly, Live …
4 months ago
Why Long-Term Investing?
This week, Barry and Ernest discuss the risks of alternativeinvestments and explain why long-term investing makes sense, before reviewing the current…
4 months, 1 week ago
Defending Big Tech’s AI splurge
Barry and Ernest are back from summer vacation and discuss why companies need to think locally in international markets, before breaking down how Big…
4 months, 2 weeks ago
Adobe: Still a Creative Compounder
0:00 – Introduction
5:06 – Tariffs removing regulatory scrutiny on Americantech
9:03 – Importance of culture for long-term performance
15:28 – Update on…
5 months, 3 weeks ago
Bye to Seven and I
Episode 94
In this week’s podcast, Barry and Ernest react to Alimentation Couche-Tard announcing it will drop their bid for Seven and i, before discussing TSMC’…
5 months, 4 weeks ago
Mid-Year Check-In + Breaking Down National Bank
In this week's episode, Barry and Ernest review the first six months of 2025 deep dive into National Bank.
0:00 – Introduction
2:10 – A review of the f…
6 months ago
Alternatives to alternatives
Barry and Ernest break down their views on investing in gold and “alternatives” and then discuss Alimentation Couche-Tard’s earnings.
0:00 – Introduct…
6 months, 2 weeks ago
TSMC: The Strong Moat Compounder
In this episode, Barry and Ernest discuss their framework for evaluating disruption before discussing a new addition to the portfolio.
0:00 – Introduc…
6 months, 3 weeks ago