Podcast Episodes

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 …

7 months ago

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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…

7 months, 1 week ago

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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…

7 months, 3 weeks ago

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Not yielding for yield

Season 1 Episode 90

This week, Barry and Ernest discuss their preference forcompounders over dividend-paying stocks before providing an update on Alimentation Couche-Tar…

7 months, 3 weeks ago

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Lessons from the greatest investor of all time

Season 1 Episode 88

0:00– Introduction

2:43– How Buffett has influenced our investing journey

14:34– Our favorite Buffett investments

27:35– Berkshire under Greg Abel 

40:58…

8 months, 1 week ago

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Lessons from the greatest investor of all time

The end of an era: With Warren Buffett's retirement, Barry and Ernest discuss lessons and highlights from his career and speculate how Berkshire migh…

8 months, 1 week ago

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More Q1 earnings

Season 1 Episode 87

0:00 – Introduction3:02 – Stock market recovery and macro commentary11:28 – Visa earnings21:28 – Big tech earnings overview (Google, Meta, & Microsof…

8 months, 2 weeks ago

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Talking Q1 earnings

Season 1 Episode 86

0:00 – Introduction3:09 – Q1 earnings season so far9:50 – Watsco earnings15:56 – TFI International earnings23:08 – Netflix earnings29:30 – Moody’s & …

8 months, 3 weeks ago

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Tariffs and Market volatility - Part 2

Season 1 Episode 85

0:00 – Introduction3:25 – Companies responding to changing US tariffs 10:13 – Timing the markets in bad times19:52 – Quality companies are the best d…

8 months, 4 weeks ago

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Tariffs and the market volatility

Season 1 Episode 84

0:00 – Introduction

2:05 – Impact on tariffs on markets

5:20 – How companies respond to tariffs

11:58 – Service companies tend to be more protected from…

9 months ago

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