2:10 Bell Canada’s Acquisition of Ziply: Does It Make Sense?

7:04 Balance Between Shareholder Expectations and Corporate Policy for Bell Canada

10:35 Breaking Down Apple’s Growth Runaway

14:52 How Is Apple Spending Much Less on AI Than Others?

18:56 Large Capex Levels for Big AI Names

26:15 Understanding Berkshire’s Earnings

33:40 Garmin’s Stunning Quarterly Results

38:05 Potential Benefits of Garmin’s Lumishore Acquisition

In this week's episode, Barry and Ernest cover Apple, Berkshire, Big Techs and Garmin’s recent results. Barry and Ernest, first discuss BCE’s recent acquisition foray into the U.S. and give their take on BCE’s capital allocation policy. Then they move on to review Apple’s and Berkshire’s latest results and discuss the impact of Big Tech spending on capital expenditures. The final discussion focuses on Garmin, whose stock surged over 20% following the release of its Q3 earnings. Barry and Ernest break down what you need to know about Garmin’s evolving business.