Podcast Episodes
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Year-End Wrap
Season 1 Episode 73
0:00: Introduction 1:30: managing your emotions in the markets 3:03:Hard to learn lessons in a bull market 5:29: Silliness in the market today 7:45:…
1 year, 1 month ago
Getting Back into Meta + Your Questions
Season 1 Episode 72
0:00 Introduction 2:54 Market Bubble? 8:26 Getting Back into Meta 12:45 Thesis for Meta 13:31 Successful Pivots of Meta over the Years 16:15 What Mak…
1 year, 1 month ago
More on Tariffs, Google, Couche-Tard and Copart
Season 1 Episode 71
0:00 Intro 1:54 Trump’s tariff threats + challenges 9:34 How Tim Cook managed Trump’s first term 13:37 Have markets peaked? 15:…
1 year, 1 month ago
Tracking Berkshire's Portfolio + Your Questions!
Season 1 Episode 70
0:00 Introduction 1:14 The Tyson/Paul event on Netflix 5:57 What Trump means for your portfolio? 14:18 Tracking Berkshire Hathaway's portfolio 25:09 …
1 year, 1 month ago
Taking a position in TransDigm
Season 1 Episode 69
0:00 Introduction
2:08 What Does Trump’s Victory Mean for the Markets?
10:30 Breaking Down the Broader Economic Environment
16:30 Ultimate Long-Term …
1 year, 2 months ago
Catching up on Apple, Berkshire and Garmin
Season 1 Episode 68
0:00 Introduction 2:10 Bell Canada’s Acquisition of Ziply: Does It Make Sense? 7:04 Balance Between Shareholder Expectations and Corporate Policy for…
1 year, 2 months ago
Quality Investing for the Long Run - Webinar replay
Season 1 Episode 67
On Tuesday October 29th, 2024 seasoned investors Barry Schwartz and Ernest Wong hosted an exclusive webinar, Quality Investing for the Long Run. Disc…
1 year, 2 months ago
Thinking about elections and earnings
Season 1 Episode 66
0:00: Introduction 1:41 Impact of Bank of Canada’s Interest Rate Policy on Markets 9:50 Does it Really Matter: US Presidential Election 14:12 Breaki…
1 year, 2 months ago
Stocks at all-time highs and thoughts on AI and Pizza
Season 1 Episode 65
0:00 Introduction 1:45 Subdued response to our Garmin pitch? 3:48 Our take on the strong markets 8:23 Learnings from Adobe MAX 17:16 Our experiments…
1 year, 2 months ago
Canadian Natural Resources: A Wall of Free Cash Flow is on the way
Season 1 Episode 64
0:00- Introduction 3:31- Did we miss the Chinese stock rally? 9:15- Why we sold Vail Resorts and CN Rail 18:24- Benefiting from bad weather 22:34- …
1 year, 3 months ago