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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, 4 months 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, 4 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, 4 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, 4 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, 5 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, 5 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, 5 months ago
Riches in Niches: Diving deep into Garmin
Season 1 Episode 63
0:00 Introduction 2:10 The DoJ's antitrust lawsuit against Visa 12:03 Introducing Garmin 13:14 Garmin's pivot from car GPS 18:00 Garmin's unique dis…
1 year, 5 months ago
Ferrari's pole position
Season 1 Episode 62
0:00 Introduction 1:05 Brookfield’s $50 Billion Canada Fund 4:35 Adobe: a great business 8:56 Why are Adobe’s stock so volatile? 12:15 Future Driver…
1 year, 6 months ago
Building to the top: Bullish on Brookfield
Season 1 Episode 61
0:00 Introduction 1:05 Is the September effect real? 4:52 Baskin's successful multi-baggers and performance 13:19 Feature discussion: Brookfield Inv…
1 year, 6 months ago