Bye to Seven and I

Update: 2025-07-22

Description

In this week’s podcast, Barry and Ernest react to Alimentation Couche-Tard announcing it will drop their bid for Seven and i, before discussing TSMC’s quarterly earnings.

Comments

In Channel

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

00:00

#box-pro-ellipsis-175922399686426{-webkit-line-clamp:2;}Bye to Seven and I

Bye to Seven and I

Barry Schwartz

Bye to Seven and I