Podcast Episodes
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Buffett, National Bank and Royal way to value CNQ
Season 1 Episode 45
0:00: Intro
2:09: What to do in a bull market:
5:12: Berkshire Annual Letter
9:22: Reviewing Berkshire's under-performing assets
16:29: Letting your …
1 year, 10 months ago
Financial Planning Edition with Benjamin Klein
Season 1 Episode 43
0:00: Intro
0:50: Introducing Benjamin Klein
3:49: What is Financial Planning?
5:08: Should one get a CFA or CFP?
7:37: Does everyone need to do a fi…
1 year, 10 months ago
Sitting on Topicus of the World
Season 1 Episode 42
0:00: Intro
2:22: Our take (or lack of it) on Nvidia's earnings
4:32: Having patience for long-term investments as a long-term investor
7:29: Case st…
1 year, 10 months ago
Lessons from David Baskin
Season 1 Episode 41
With Barry away this week, Ernest talks with Baskin Wealth Management’s founder and Chairman, David Baskin about the story of Baskin and how wealth m…
1 year, 11 months ago
Lessons from David Baskin
With Barry away this week, Ernest talks with Baskin Wealth Management's founder and Chairman, David Baskin about the story of Baskin and how wealth m…
1 year, 11 months ago
Stryker: Hips, Shoulders, Knees and Toes
Season 1 Episode 40
Jam packed episode this week! First, Ernest discusses what he does during earnings season. Next, Barry and Ernest discuss why stocks react the way th…
1 year, 11 months ago
Netflix: Laying the Smackdown on its competition
Season 1 Episode 39
In this week's podcast, Barry and Ernest, talk streaming and the Canadian Railroads. But first they discuss how one should behave in a bull market an…
1 year, 11 months ago
10 Trillion things we love about Blackrock
Season 1 Episode 38
Our feature discussion today is about Blackrock, the $10T asset manager juggernaut. We discuss our reasons for owning Blackrock as well as a deep div…
1 year, 11 months ago
A Deep dive into our research process
Season 1 Episode 37
This week, Barry and Ernest dive deep into their research process and what they look for in buying a new company for their client's portfolio. If you…
2 years ago
Deals, Deals, Deals
Season 1 Episode 36
Happy New Year! We are back with our first episode of 2024. It is a packed show. First, Barry and Ernest, rant a little bit about short-term thinking…
2 years ago