In this podcast, we discuss the future of ride-sharing and the growing threat to Uber from autonomous vehicles like Waymo and Tesla’s Full Self-Driving (FSD). We explore Uber CEO Dara Khosrowshahi’s strategy to navigate the shift toward autonomy, and whether Uber can survive, or even thrive, In a world where drivers may become obsolete!! Will Tesla’s RoboTaxi network crush Uber? Can Uber pivot before it’s too late?

We cover:

• Waymo vs Uber

• Tesla’s Full Self-Driving: Honest review from owners

• RoboTaxis: The end of the gig economy?

• What Uber’s CEO is doing to respond

• Our take on where the future of mobility is headed

#Uber #Waymo #Tesla #RoboTaxi #FSD #AutonomousVehicles #UberStock #RideSharing #ElonMusk #TechTrends

This week, we’re reviewing the investing books we read in January, breaking down key lessons, and giving each a rating out of 10. We discuss what we learned, how the strategies apply to real-world investing, and whether these books are worth reading.

Featured books:

📖 How I Made $2 Million in the Stock Market – Nicolas Darvas’ trading method and whether it still works today

📖 The Sleuth Investor  by Avner Mandelman. We learn how to do deep investigative work on the companies we’re looking at.

📖 The Complete Turtle Trader by Michael W Covel– The fascinating story of how a group of beginners became successful traders

📖 Competitive Strategy – Michael Porter’s guide to analyzing industries and gaining an edge

Tune in to hear our honest take on each book and which ones (if any) we’d recommend.  Not investing advice

In this podcast episode, we uncover the secrets behind our deep dive into Aritzia (TSX: ATZ), one of the hottest names in the fashion retail space. Using scuttlebutt and qualitative research, we went beyond financials to understand what truly drives Aritzia’s success. From visiting stores to gathering customer insights and studying industry trends, we break down our process step by step. If you’re an investor or a fan of thoughtful company analysis, this episode is your ultimate guide to mastering qualitative research for better investment decisions. Not investment advice

Recorded January 2025

Join us as we make some fun predictions shaping 2025 for Canadian real estate, the economy, the SPY (S&P 500 ETF), and Bitcoin.

We’ll break down: • Canadian Real Estate: Will prices soar or cool off? Explore the trends in housing and interest rates

• The Economy: What’s next for inflation and GDP growth • SPY Predictions: Gain insights into where the S&P 500 might head this year and what sectors to watch.

• Bitcoin Outlook: Is Bitcoin heading for a rally, or will volatility keep investors guessing?

All of this is for fun and not investing advice!!! This is only for entertainment ✨

In this episode, we dive deep into the incredible journey of Dutch Bros Coffee, the quirky coffee chain that’s taken the industry by storm. From its humble beginnings in a pushcart in Oregon to becoming one of the fastest-growing drive-thru coffee companies in America, we explore what sets Dutch Bros apart in a highly competitive market. We unpack their unique company culture, their fanatical customer base, and their relentless focus on growth without losing their roots. Is it the coffee, the service, or the vibe that keeps customers coming back? We’ll also look at the financial side of the company—discussing its IPO success, expansion plans, and what investors need to know about its performance in today’s economy. Whether you’re a coffee lover, an entrepreneur, or just curious about how a regional brand goes national, this episode is for you. Tune in for a thoughtful discussion on innovation, branding, and the business of coffee—Dutch Bros style. Not investing advice or education !!!!

Join us as we study the investment philosophy and distinctive approach of Jason Donville, a respected Canadian investor and founder of Donville Kent Asset Management (DKAM). This podcast we examine Donville’s essential metrics, his disciplined method for identifying top-tier growth stocks, and his strategy for utilizing earnings power to uncover market value. We also examine the Canadian investment landscape, spotlighting promising opportunities and discussing how DKAM positions itself for sustained success.

Remember you can copy the position but not the convection

This is only for entertainment and in no way advice or education

Join us on this episode as we study and learn from the life and investing philosophies of John Templeton, one of the most successful investors of all time. We explore his famous 10 tenets of investing and the principles that guided his long and illustrious career. Learn how Templeton's contrarian approach, value investing strategies, and global outlook shaped his wealth-building legacy.

Not investing advice and for entertainment purposes only

In this episode, we dive into the shifting landscape of the beauty industry, focusing on giants like Estée Lauder, L’Oréal, and other major players who have long dominated the market. We’ll discuss whether new and emerging brands are eroding these big companies’ moats, chipping away at their once-unshakable oligopoly. From changing consumer preferences to indie brands with innovative approaches, we explore if the future belongs to small, agile companies.

We’ll also explore potential investment strategies in the changing cosmetics market: Is it smarter to invest in big cosmetics brands directly, or should you consider the retailers like Sephora and Ulta who bring a range of brands to consumers?

From competitive shifts to the strength of distribution channels, we’ll examine which approach might hold the most value for investors as the industry’s landscape transforms.

This is not investing advice and for education purposes only

In this podcast, we delve into the captivating world of Francis Chou, a remarkable investor whose astute strategies have earned him well-deserved recognition and success. With a laser-focused approach and an uncanny ability to identify undervalued opportunities, Chou has become a revered figure in the investment realm.

Our discussion sheds light on Chou's investment philosophy, showcasing how his meticulous research and analytical prowess have consistently yielded impressive results. We trace Chou's inspiring journey and highlight the key milestones that shaped his illustrious career.

We offer a comprehensive overview of his investment style, including his shrewd valuation techniques and contrarian investment approach. Furthermore, we explore Chou's remarkable investment track record, featuring notable successes and his ability to navigate through challenging market conditions.

This is not investing advice and every investor should do their own research #FrancisChou #InvestmentStrategies #MarketInsights #InvestingSuccess #ContrarianInvesting

In this episode, we explore the energy drink industry’s top players—Monster, Celsius, and Red Bull. Focusing on the qualitative factors driving growth for Monster and Celsius, both publicly traded, we analyze their market positioning, competitive strategies, and future potential.

Tune in for insights on the evolving energy drink landscape and what it means for investors.

Not investing advice and for entertainment purposes only