Drilling Down on Canadian Energy
Update: 2025-11-25
Description
This week, Barry and Ernest review quarterly results for some more names before providing an update on their two favorite Canadian energy names.
0:00- Intro
4:24- TransDigm outlook
10:16- Great capital allocators pivot
14:55- Garmin update
19:33- Brookfield update
24:51- Buffett's pitch for Berkshire stock
29:13- Why we own CNQ
36:43- Tourmaline's business model
39:43- Data center tailwinds for natural gas
42:29- Country-level risk for commodities
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