Barry Schwartz and Ernest Wong kick off this episode with a discussion about AI and Nvidia as well as stock price volatility, then move on to talk about the opportunity in Brookfield Corporation. Next, the lacklustre results of the Canadian Banks and then it is the feature discussion…CCL Industries. CCL is the largest label maker in the world and is one of the greatest capital allocators in North America (that you may never have heard of).
Check out Ernest’s blogs on Brookfield and CCL Industries to find out more:
A compounder thesis for Brookfield Corporation – May 25th, 2023
Great capital allocation makes a great company: CLL Industries – March 2nd, 2018
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