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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…
6 months, 3 weeks 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…
6 months, 3 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…
8 months 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’…
8 months, 1 week 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…
8 months, 2 weeks 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…
8 months, 4 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…
9 months ago
Checking out at Costco
This week, Barry and Ernest discuss why people aredrinking less alcohol, talk about the importance of culture & incentives, and provide an update on …
9 months, 1 week ago
Talking Investment Strategy + Taking your Questions!
In this episode, Barry & Ernest dive into key lessons from the past five years of investing and share our latest thoughts on the market. We challenge…
9 months, 2 weeks ago
Constellation Software's pivot
Season 1 Episode 89
This week, Barry and Ernest discuss ConstellationSoftware's annual meeting and the strategic changes being made to continuecompounding into the futur…
10 months ago