Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20
Introduction
00:00 • 2min
What's Going on in the Travel Industry?
02:05 • 5min
What's the Difference Between a Hotel and a Franchise?
07:26 • 2min
Cedar Fair Is the Best Performing Company of the Whole Lot
09:01 • 2min
Cana's Wonderland Is Underrated, Right?
11:03 • 3min
Booking Holdings
14:26 • 2min
Carnival Cruises - The Hardest Hit Industry in the Travel and Leisure Sector
16:54 • 3min
Carnival Cruises
19:42 • 2min
Should You Wear a Mask or Not?
21:43 • 3min
Air Bed and Breakfast Dot Com
25:07 • 4min
AirBeandB on Stratesfer
28:40 • 3min
Is There a Secular Trend in Stock Investing?
31:50 • 3min
The Long Term Rental Market Is Getting Fragile, Right?
34:32 • 3min
Why Is It So Important to Switch to a Book by Direct Model?
37:27 • 2min
The Risks of Short Term Rentals
39:05 • 2min
Airbean B
40:50 • 2min
Thematics ETF
43:17 • 3min
Investing in Travel and Leisure
46:10 • 3min
The Top Ten Holdings in the Portfolio?
48:56 • 2min
Canadian Investor Podcast
51:17 • 2min