AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Joseph Carlson Show
Episode 358 - I Just Spent $5,000 On This Undervalued Stock
Nov 21, 2023
In this podcast, they discuss stock picks and the drama surrounding OpenAI and Microsoft's hiring of the entire OpenAI team. They also analyze the investment case for Canadian Pacific, including its growth potential and recent merger. Additionally, they talk about the leadership crisis at OpenAI and the excitement and impact of the Mega Race Las Vegas event on Vichy's investment.
31:08
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Canadian Pacific is a monopolistic Class I railroad with significant cost advantages and potential for high growth.
- The recent developments at OpenAI highlight the importance of strong leadership, positioning Microsoft favorably for the future.
Deep dives
Investing in Canadian Pacific
Canadian Pacific is a monopolistic Class I railroad with significant cost advantages over other forms of transportation. The company is expected to see double-digit earnings per share growth and high single-digit revenue growth through 2028. With a flat cap-ex projection, Canadian Pacific aims to double its earnings per share and achieve nearly 20% annualized free cash flow per share growth over the next five years. Despite its higher leverage, the company's potential and undervalued stock make it an attractive investment.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode