Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
Metro Loblaws and Empire: The Market Corner
01:47 • 3min
The Fierce Nerds
04:45 • 3min
The Importance of Pricing Power on the Menu
07:40 • 2min
The Importance of Pricing Power in Tough Environments
10:03 • 2min
Stratosphere.io: A Research Platform That Gives You a Clear Picture of the Real Business Fundamentals
11:56 • 2min
Urban Land Institute's Spring Meeting in Toronto
13:58 • 5min
CNR's New CEO Announces Results
18:45 • 2min
The Future of Lindy Infrastructure Stocks
20:25 • 2min
Netflix's Adversity
22:18 • 4min
Netflix's Per Member Advertising Business Looks Promising
26:36 • 3min
Netflix's Role in Monetizing the IP of Mega Winners
29:06 • 3min
ASML's Quarterly Results
32:07 • 3min
TSMC and ASM Are Exceptional Businesses
35:19 • 4min
The Long-Term Trend for Demand for Smartphones
39:13 • 3min
Nvidia and ASML: The Future of GPUs
41:48 • 2min
The EU Parliament Voted in Favor of Mica MICA
43:44 • 4min
FinChat Update: 1.2
48:06 • 2min
The Canadian Investor Podcast
49:44 • 3min


