0:00 Introduction

1:05 Brookfield’s $50 Billion Canada Fund

4:35 Adobe: a great business

8:56 Why are Adobe’s stock so volatile?

12:15 Future Drivers of Growth for Adobe

16:01 Ferrari: Car company or luxury company?

25:34 Ferrari’s EV Strategy

30:27 What is Ferrari’s opportunity?

36:08 Valuation thoughts

41:25 Bell’s Sale of MLSE to Rogers

This week, Barry and Ernest react to Adobe's earnings and future growth prospects, then discuss their investment thesis on Italian luxury good manufacturer Ferrari.