

10 lessons over 10 years & Two stocks we like
Apr 8, 2024
Braden reflects on his 10 year investment journey, emphasizing quality over quantity in portfolio decisions. They discuss two stocks - streaming giant Franco-Nevada and Terravest. The hosts share insights on network effects, efficiency in investing, key players in mining, and the importance of strong balance sheets in acquiring distressed assets.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Evolution of Investment Strategy and Insights from Buffett's Philosophy
01:51 • 10min
Unleashing the Power of Network Effects
12:21 • 14min
Efficiency and Strategy in Investing and Sports Performance
26:05 • 4min
Exploring Key Players in the Mining and Industrial Sectors
29:50 • 18min
Discussion on Strong Balance Sheets, Distressed Assets, and Canadian Investments
47:51 • 2min
Exploring Expertise in Mergers and Acquisitions
50:03 • 4min