Podcast Episodes
Back to SearchNetflix's HBO drama
This week, Barry and Ernest discuss Telus's high
dividend yield and Canadian dividend stocks, break down Netflix's motivations
for buying Warner Brothe…
3 months, 2 weeks ago
Filling up on Couche-Tard
This week, Barry and Ernest review results for Alimentation Couche-Tard and Copart before breaking down Netflix offer to purchase Warner Brothers Dis…
3 months, 4 weeks ago
Drilling Down on Canadian Energy
This week, Barry and Ernest review quarterly results for some more names before providing an update on their two favorite Canadian energy names.
0:00…
4 months ago
Reviewing Q3 earnings for Apple, Amazon and more
This week, Barry and Ernest give an update on a number ofcompanies including Apple, Amazon.com, TFI International, and Live Nation.
0:00- Intro
15:08-…
4 months, 2 weeks ago
Sticking with stocks
This week, Barry and Ernest discuss the underperformance of high-quality companies, provide an update on some companies in the financial sector and B…
4 months, 3 weeks ago
We are sticking with compounders
This week, Barry and Ernest break down Apple's stock price resurgence and review earnings from Netflix, TSMC, and Waste Connections before explaining…
5 months ago
Ferrari’s pit stop through 2030
In the latest episode, Barry and Ernest provide an update onConstellation Software's management changes, earnings from Domino's Pizza and Costco, and…
5 months, 1 week ago
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…
5 months, 4 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.…
6 months 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 …
6 months, 2 weeks ago