In this week's episode, Barry and Ernest discuss disruptions in the trucking industry, Constellation Software's big deal, and react to Netflix's earnings.

This week's episode is a grab-bag of random topics. Ernest and I touch on the Magnificent Seven (the seven mega-techs that are driving the current rally), Domino's partnership with Uber, the FTC case against and Activision and Microsoft and the implications for Adobe, risks in the Canadian grocery sector and why we don't buy fashion businesses. Check it out!

Join us for another great episode! Today we talk about the under-performance of the TSX year to date, the volatility of a stock's performance in any one year,

This week’s episode discusses Netflix’s initial success in cracking down on password sharing, followed by a rare macro forecast from Ernest, and then finally our feature company: a “boring” property management/renovations company that has delivered anything but boring returns.

https://www.antenna.live/post/a-first-look-at-the-impact-of-netflixs-password-sharing-crackdown

https://www.desjardins.com/on/en/savings-investment/economic-studies/canada-mortgage-debt-may-25-2023.html

Ernest and I, kick off this episode with a discussion about AI and Nvidia as well as stock price volatility, then we move on to talk about the opportunity in Brookfield Corporation. Next we discuss the lacklustre results of the Canadian Banks and then it is our feature discussion...CCL Industries. CCL is the largest label maker in the world and is one of the greatest capital allocators in North America (that you may never heard of).

Check out Ernest's blogs on Brookfield and CCL Industries to find out more:

https://baskinwealth.com/an-ernest-opinion/a-compounder-thesis-for-brookfield-corporation/

https://baskinwealth.com/blog/great-capital-allocation-makes-a-great-company-ccl-industries/

This podcast delivers in just over 30 minutes a hot, tasty and fresh take on Domino's Pizza. Domino's stock soared during 2020/2021 but has pulled back significantly on pizza fatigue. We think the long-term growth thesis is unchanged and we look for brighter days ahead as shareholders. Check it out!

All aboard! Grab your ticket, sit back and enjoy the relaxing ride as you learn all about the Canadian Railroads: Canadian National Railway and Canadian Pacific Railway.

Canadian Railroads are such great businesses. The growing population, the geography, the resources - perfect set up for years of growth.

This week we have a very special guest....David Baskin, Chairman, Founder and Portfolio Manager at Baskin Wealth Management. In our opening discussion, David explains why inflation expectations matter more than the current inflation number and gives his take on the Federal Reserve and Jay Powell. Then David discusses what happened to one of Canada's premiere money managers, Gluskin Sheff. Finally, David tells us why he is still bullish on Canadian Banks given the recent negative headlines.

https://baskinwealth.com/latest-news/monthly-newsletter-march-2023/

Costco's stores are so busy that no one goes there anymore, just kidding! Costco store traffic continues to be very strong, Costco's balance sheet is in great shape and many expect a special dividend and membership fee hike shortly. In the meantime, Costco continues to open stores at a measured pace around the globe. Ernest and I profess our love for Costco and give our thesis why you should pay up for this great business.

https://baskinwealth.com/an-ernest-opinion/costcos-true-moat/

https://baskinwealth.com/an-ernest-opinion/costcos-e-commerce-opportunity/

Ernest and I tackle a controversial investment, Live Nation. We start the podcast by discussing why we still see value in "Big Tech". Then we move on to our feature company, Live Nation. We discuss why artists need to tour to make money, the rationale behind the Live Nation and Ticketmaster merger and why Live Nation will thrive going forward. A great episode, check it out!