Podcasts

Happy New Year! We are back with our first episode of 2024. It is a packed show. Barry and Ernest rant a little bit about short-term thinking and narratives that drive the market. They discuss what Charlie Munger would have owned if he was a Canadian investor and the big deals made by our portfolio companies, TFI International, TMX Group and Waste Connections.

This is the final episode of 2023! Barry and Ernest review the crazy year that was 2023. We discuss why staying with market leaders is the right choice for us over the long-term. Also Ernest talks about his road trip to Michigan for the Domino's Pizza investor day as well as the CCL Industries investor day. Plus, Ernest, talks a lot about Netflix.

Barry and Ernest discuss the large opportunities for Brookfield and Constellation, lessons they have learned from Charlie Munger - especially his speech "The Art of Stock Picking" and then a review of the pros and cons of Canadian Banks [...]

In this week's episode, Barry and Ernest discuss the Toronto Twelve. Twelve stocks on the TSX exchange that have compounded their shareholders returns by over 15% a year going back 10 years. They discuss what these companies have in [...]

You don't want to miss this episode! Barry and Ernest start the show with a discussion about the current market rally and its implications. Then the feature discussion on the GOAT, Warren Buffett. We discuss Buffett's major bet on [...]

Continuing on where they last left off, Ernest and Barry, review quarterly earnings of client holdings including, Canadian Natural Resources, Tourmaline Oil, Apple, Ferrari, Live Nation and Restaurant Brands. But first, the guys discuss why indexing in Canada should [...]

Ernest and Barry start the podcast with a discussion about Candy and Ozempic. They then do a quick review of some of our client's holdings including: CoStar, Visa, CN Rail, TFI International, Netflix, Dominos, Google, Amazon and Microsoft. Long [...]

In this week's episode, Barry and Ernest discuss the recent volatility in the market, the illusion of safety in private real estate investments and their feature conversation is about CoStar.

Ernest and Barry discuss Baskin's strategy for fixed income. Then they discuss what to do when you own a stock that is going nowhere. This leads to the feature discussion on Vail Resorts, the stock has been flat for years but its fundamentals are improving.

September was a tough month for the markets, but not to fear, pullbacks are a feature of investing. Ernest and Barry breakdown the month that was and review why buying stocks only with a low price earnings ratio can be dangerous to your returns. Finally, the feature conversation is about Costco, reviewing its latest quarterly earnings and give an outlook for its future.