Description
0:00 – Introduction
5:06 – Tariffs removing regulatory scrutiny on Americantech
9:03 – Importance of culture for long-term performance
15:28 – Update on Adobe
27:58 – Netflix’s earnings
34:26 – Domino’s earnings
39:06 – MSCI’s earnings
Filling up on Couche-Tard
2025-12-0254:29
Drilling Down on Canadian Energy
2025-11-2547:27
Reviewing Q3 earnings for Apple, Amazon and more
2025-11-1148:58
Sticking with stocks
2025-11-0452:04
We are sticking with compounders
2025-10-2801:00:23
Ferrari’s pit stop through 2030
2025-10-2145:56
Constellation's AI playbook
2025-09-3034:29
Getting carried away with Brookfield
2025-09-2451:42
Searching a way out
2025-09-1636:48
Why Long-Term Investing?
2025-09-0944:55
Defending Big Tech’s AI splurge
2025-09-0344:31
Adobe: Still a Creative Compounder
2025-07-2946:11
Bye to Seven and I
2025-07-2245:24
Mid-Year Check-In + Breaking Down National Bank
2025-07-1558:56
Alternatives to alternatives
2025-07-0244:35
TSMC: The Strong Moat Compounder
2025-06-2541:43
Checking out at Costco
2025-06-1750:45
Talking Investment Strategy + Taking your Questions!
2025-06-1152:04
Constellation Software's pivot
2025-05-2742:20
Not yielding for yield
2025-05-2749:27
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