Long Term Investing - With Baskin Wealth Management

Alimentation Couche-Tard's Q2 pit stop


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0:00: Introduction

0:27: What is a share buyback?
3:12: The pros and cons of buybacks
6:26: The only reason why a company should buy back shares
7:57: Why does CNQ spend so much on share buybacks?
11:26: Alimentation Couche-Tard's buyback announcement
15:24: The earnings from Couche-Tard
18:38: How can Couche-Tard combat inflation and retain its customers?
21:38: Alimentation Couche-Tard's new CEO
25:05: The TMX Group investor day
32:25: TMX Group's journey towards analytics
34:42: Ernest's book recommendation about Rogers and its acquisitions
In this week's episode, Barry and Ernest delve into the pros and cons of share buybacks, Alimentation Couche-Tard's weak quarter and CEO change, and share observations from TMX Group's Investor Day.

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Long Term Investing - With Baskin Wealth ManagementBy Barry Schwartz

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