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
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
Lessons from the greatest investor of all time
2025-05-1301:00:29
More Q1 earnings
2025-05-0648:06
Talking Q1 earnings
2025-04-2940:57
Tariffs and Market volatility - Part 2
2025-04-2247:04
Tariffs and the market volatility
2025-04-1540:10
CNQ's tar-rific 2024
2025-04-0142:28
Constellation's stellar year
2025-03-2539:09
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