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© GFI Investment Counsel
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Join us as we discuss current events and investment topics.
Learn more at: https://www.gfiic.com/
Learn more at: https://www.gfiic.com/
22 Episodes
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(00:00) - Intro(01:23) - Berkshire Hathaway Under Greg Abel(06:55) - Pentagon vs Anthropic(15:40) - Regulation surrounding betting (18:55) - DisclaimersThis episode was recorded on March 4, 2026.If you have any questions or want to get in touch, please email us at info@gfiic.com!
(00:00) Intro(01:15) Expanded Portfolio(06:03) Increased Options Trading Activity and Market Volatility(17:45) Business Quality vs Management(20:33) Disclaimers
If you have any questions or feedback, email us at info@gfiic.com!
(01:30) - Trump's suggestion to change reporting frequency of public companies from quarterly to semi-annually.(10:30) - Investor sentiment changes.(16:30) - Oracle's most recent earnings release.(22:50) - DisclaimersIf you have any questions or feedback, email us at info@gfiic.com.
(00:00) Intros(01:04) Discussing Booz Allen Hamilton(14:30) Are we at peak Yale endowment allocation?(27:15) Is Uber Investable?(33:30) Our use of A.I. (39:50) DisclaimersEmail us your thoughts and questions at info@gfiic.com!
(00:00) - Opening + Intro(01:11) - Warren Buffett's retirement (05:10) - Decline of alcohol consumption(12:30) - Google's search business decline(24:41) - Ability to say no(31:05) - DisclaimersEmail us any questions at info@gfiic.com
(00:00) Opening + Intro(01:14) Impact of tariffs on global trade(11:53) Trump's territorial ambitions (15:40) U.S. stock market premium(20:05) Staying the course during periods of uncertainty(24:10) U.S. Bitcoin reserve(27:00) Self-dealing in government(30:25) Disclaimers
(00:00) - Disclaimers
(01:15) - Selling $AAPL
(09:55) - Our favourite topics of 2024
(20:30) - Underperformance of legendary investors like Seth Klarman and David Einhorn.
Have any questions or suggestions? Email us at info@gfiic.com!
(00:00) Intro
(01:05) Antitrust
(05:17) AI's Impact on Investing
(15:20) Compensation Plan's Role in Incentivizing Management
(25:11) Disclaimers
Have any questions? Email us at info@gfiic.com!
(00:00) Intro
(01:07) Gel-Mann Amnesia
(08:26) Colombian Gold Mine Plunder
(16:01) Bell's Challenges and Capital Allocation
(26:58) Disclaimers
Have any questions or suggestions? Email us at info@gfiic.com!
(00:00) Intro
(01:00) Death of Cable Television
(06:30) Rogers' Capital Allocation Decision
(11:00) Government Mismanagement
Email us with any questions at info@gfiic.com!
(00:00) Intro
(01:20) Increase in gambling
(12:50) Tracking investors we respect
(19:32) Alimentation Couche-Tard's acquisition offer for Seven-Eleven
(25:45) Disclaimers
Our commentary on NFTs, SPACs, and crypto from our 2021 Q1 Good Quarter: https://www.gfiic.com/wp-content/uploads/GoodQuarter_2021_Q1.pdf
(00:00) Opening + intro
(01:36) How we met one of our first clients and the power of relationships in life and business.
(13:26) The divergence in performance of Canadian banks
(24:02) NFTs, crypto, SPACs. Does history always repeat itself with speculative bubbles?
(00:00) Introduction
(01:10) The true cost of owning real estate
(12:00) Aging as an investor
(21:30) Better ways to trade bonds?
(30:00) Disclaimer
(00:00) Opening + Intro
(01:03) Investing in Fashion Brands
(08:30) Real vs Nominal Pricing
(17:30) How Dan, Effie and Ram met
(31:00) Disclaimers
Have any questions? Email us at info@gfiic.com!
(00:00) Opening + Intro
(01:00) What personality type makes a good investor?
(05:46) Incentives and Results
(13:57) Death of TV advertising
(22:38) Bonus round: Why do we hold on to stocks that haven't gone up?
(26:42) Disclaimers
Have any questions? Email us at info@gfiic.com!
Have any questions you want us to discuss on the podcast? Email us at info@gfiic.com.
(00:00) Intro
(01:08) What can go wrong with indexing?
(11:28) Why do companies provide quarterly guidance?
(16:42) Investing lessons from COVID-19
(22:20) Disclaimers
Have any questions? Email them to us at info@gfiic.com.
Have any questions you want answered on the podcast? Email us at info@gfiic.com!
(00:00) Opening + intro
(01:03) Adoption of new technology
(09:55) Commingling of investor money with operations of the business in open ended investments.
(19:20) Why do investors try to make predictions about the economy?
(25:58) Disclaimers
(00:00) Opening + Intro
(01:25) Lessons From Charlie and Warren
(13:23) Railroads and Utilities
(19:20) Capital Allocation
(29:32) Disclaimers
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