With Barry back from vacation, he and Ernest get right back into discussing stocks and the markets. First, the guys discuss Nvidia and AI and sticking to you what you know as an investor. Next, they talk about three companies that are getting the long-term shareholders they deserve, CoStar Group, CCL Industries and Restaurant Brands. Finally, the feature discussion is on Topicus. Spun out from Constellation Software in 2021, Topicus is a serial acquirer of software companies based in Europe. They discuss the reason for the spin-out, Topicus’ strategy, why it is listed on the TSX Venture exchange and why it trades at a higher valuation than Constellation Software.
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 study on Costar Group’s investment in Homes.com
12:27: Case study on CCL Industries’s flat stock price
15:45: Deep dive on Topicus.com
Long Term Investing Podcast can also be found on Spotify & Apple.
