In this conversation, Ryan Telford shares his insights into microcaps, focusing on the quant approach he employs to identify potential 10X stocks. He discusses his journey into the world of investing, characteristics of high-performing stocks, and the importance of factors such as sales growth, ROIC, and free cash flow. Ryan also addresses common misconceptions, and introduces "GUTS". KEY TAKEAWAYS:   Ryan Telford emphasizes a quantitative approach to investing Micro Caps present significant opportunities for higher returns Sales growth is a critical driver of stock performance Return on Invested Capital (ROIC) trends are more important than absolute values Free cash flow is a key metric for evaluating stocks Dilution can be acceptable if it leads to value creation Insider ownership does not guarantee shareholder-friendly management or returns Analyst estimates can be unreliable for microcap stocks Market capitalization plays a role in growth potential Growth by acquisition is becoming a viable strategy for many companies #investing #stocks #personalfinance #wealth #podcast  Tags: Microcap investing, quantitative investing, 10X stocks, stock performance, sales growth, ROIC, free cash flow, insider ownership, analyst estimates, market capitalization, growth by acquisition, GUTS framework, portfolio management 🎙️WANT TO BE A GUEST? Email me at r.speziale@gmail.com.   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Roger Dent, CEO of Quinsam Capital, discusses his journey in revitalizing Quinsam Capital. He shares insights on discovering hidden gems like California Nanotechnologies and the success of VitalHub through a roll-up strategy. Roger emphasizes the importance of diversification, lessons learned from successful founders, and the dynamics of the energy sector. He also provides advice for aspiring microcap investors and reflects on the current market trends, particularly in AI and the potential for future investments. KEY TAKEAWAYS:   Cannabis investments provided significant early opportunities California Nanotech exemplifies the importance of market cap leverage VitalHub's roll-up strategy has led to significant growth AI presents both opportunities and risks in the current market The microcap space requires a unique discovery process Successful founders exhibit perseverance, frugality Investors should be cautious of bubbles #investing #stocks #personalfinance #wealth #podcast  Tags: Quinsam Capital, cannabis investments, microcap stocks, California Nanotech, Vital Hub, AI investments, drug delivery technology, market predictions, energy sector 🎙️WANT TO BE A GUEST? Email me at r.speziale@gmail.com.   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Benj Gallander (Contra The Heard) discusses his investment strategy; contrarian investing and the significance of tax loss selling season. He emphasizes the importance of discipline. Gallander walks through his crucial point tally system for evaluating stocks. Finally, Benj reveals his high conviction stocks for 2025. KEY TAKEAWAYS:   Tax loss selling season provides opportunities for better deals The January effect typically sees stocks rise at the start of the year Patience is a key component of successful investing Discipline is essential; without it, one cannot have a method Debt levels are critical in assessing a company's financial health Dividends can provide a safety net for investors Investing is a long-term game; missing opportunities is part of the process Price to earnings ratio helps gauge stock value Investing in downtrodden industries can yield high returns Technology investments require careful consideration of trends Bitcoin's practical use is highly questionable Annual reports should be clear and informative Public awareness can significantly impact stock prices #investing #stocks #personalfinance #wealth #podcast  Tags: investing, contrarian investing, tax loss selling, January effect, stock evaluation, discipline, management evaluation, dividends, demographics, financial health, Canadian politics, investment strategies, book value, price to earnings ratio, downtrodden industries, technology investments, Bitcoin, annual reports, public awareness, intangibles, portfolio management 🎙️WANT TO BE A GUEST? Email me at r.speziale@gmail.com.   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Dan Rohinton, VP of Portfolio Management at IA Clarington, discusses the current state of BCE and the Canadian telcos market, emphasizing the challenges faced by BCE and its strategic decisions. He explores the implications of high dividend yields, the importance of capital allocation, and the investment strategies for investing in dividend stocks. The discussion also covers the global dividend fund strategy, sector analysis, and the role of multi-sector diversification in dividend investment portfolios. Rohinton provides valuable insights for new investors and reflects on market performance and future expectations for his funds. KEY TAKEAWAYS:   BCE's recent decisions reflect broader challenges in the Canadian telecom market High dividend yields can be misleading; due diligence is essential Capital allocation is crucial for maintaining shareholder value Investors should focus on cash flow and business fundamentals Diversification is key for new investors starting with dividend stocks The global dividend fund strategy prioritizes strong cash flow and market position Certain sectors, like waste management, offer stable investment opportunities REITs are currently avoided due to market conditions and competition Investing in established companies with a history of dividends is advisable Market performance can vary; long-term planning is essential #investing #stocks #personalfinance #wealth #podcast  Tags: BCE, Canadian Telcos, Dividend Stocks, Investment Strategies, Global Dividend Fund, REITs, $BCE, Dividend Cut 🎙️WANT TO BE A GUEST? Email me at r.speziale@gmail.com.   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Sean Black, Co-Founder and CEO of The Happy Belly Food Group, discusses the journey of Happy Belly, successful acquisition of Rosie's Burger, and expansion plans for Heal Wellness and Yolks among their other growth brands. Sean shares insights on his early career, and the importance of M&A discipline in driving growth at Happy Belly. Sean discusses the importance of aligning interests with shareholders, transparency in operations, and a strong growth strategy. He shares insights on the company's expansion plans (e.g. US / Florida), and the cultural and people connection that drives the business. KEY TAKEAWAYS:   Happy Belly is focused on scaling good food with systems and processes Rosie's Burger has seen significant growth since its acquisition The three P's of business are people, product, and process Heal Wellness is expanding rapidly with U.S. entry too Yolks is set to open new locations in Ontario and Alberta Sean Black's entrepreneurial journey began at a young age Identifying emerging food trends is key to Happy Belly's strategy Growth is not just about numbers; it's about quality and sustainability Creating a culture where everyone is invested in the company's success The consumer packaged goods sector offers new opportunities for growth Cash flow positivity is a key milestone for the company Ownership Disclosure: $HBFG - No   #investing #stocks #personalfinance #wealth #podcast  Tags: $HBFG, HBFG, Happy Belly, Sean Black, Rosie's Burger, Heal Wellness, Yolks, Extreme Pita, Mucho Burrito, MTY, Fairfax, Recipe 🎙️WANT TO BE A GUEST? Email me at r.speziale@gmail.com.   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this engaging conversation, Paul Andreola, CEO of NameSilo Technologies and Small Cap Discoveries, shares his insights on microcap investing, innovative technologies in the wheelchair industry, and his unique journey from carpentry to becoming a successful investor. He discusses the importance of growth versus profitability, the discovery process in microcap investing, and the dynamics of institutional investors in the market. Paul also highlights his investment strategies, the significance of shareholder quality, and the outlook for 2025, emphasizing the potential of undervalued companies in the Canadian market. KEY TAKEAWAYS:   Paul Andreola is the CEO of Name Silo Tech and Small Cap Discoveries Paul transitioned from carpentry to investing, driven by a passion for financial markets He emphasizes the importance of growth in microcap investments The discovery process is crucial for identifying undervalued companies Institutional investors often overlook smaller companies, creating opportunities for retail investors Quality shareholders can significantly impact a microcap company's success Paul's investment strategy focuses on risk-reward profiles and opportunity costs He believes the microcap market is currently undervalued and ripe for investment The future of IPOs in Canada looks promising as institutional interest grows   #investing #stocks #personalfinance #wealth #podcast  Tags: Paul Andreola, microcap, Departure Bay Capital, investment strategies, small cap discoveries, shareholder quality, market dynamics, IPOs, 2025 outlook 🎙️WANT TO BE A GUEST? Email me at ⁠r.speziale@gmail.com⁠.   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠⁠https://robinspeziale.substack.com⁠⁠   📚 BUY MY BOOKS:   Market Masters: ⁠⁠https://amzn.to/3Vfexu6⁠⁠  Capital Compounders: ⁠⁠https://amzn.to/4eYP7bn⁠⁠  Lessons From The Successful Investor: ⁠⁠https://amzn.to/3Zj2ai1⁠⁠  𝕏 FOLLOW ME: ⁠⁠https://x.com/RobinSpeziale⁠⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠⁠https://web.koho.ca/referral/UGXXKO6S⁠⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

Francois Rochon, Founder & CEO of Giverny Capital, shares his impressive 31-year track record in long-term investing. He delves into his love for art and how it shapes his investment philosophy. Rochon discusses the complexities of navigating market trends, emphasizing risk discipline and prudent valuations. He provides insights on the potential of firms like Dollarama and Novo Nordisk. The conversation also touches on the influence of Generative AI in stock research and timeless investment wisdom, highlighting the importance of behavior over intellect.

In this engaging conversation, Jason Donville shares insights into his successful investment strategies, his artistic pursuits, and the importance of storytelling in both finance and creative endeavors. He discusses his early investment discoveries, the significance of high return on equity, and the role of CEOs in driving company growth. The conversation also touches on the current state of the small cap market, the impact of AI on business, and advice for do-it-yourself investors looking to build wealth over time. KEY TAKEAWAYS:   Jason Donville's hedge fund has achieved impressive returns since inception Artistic pursuits can enhance creativity in business Storytelling is a crucial element in both finance and writing Early investment discoveries can lead to significant long-term gains Conviction in investments is key, as demonstrated by Constellation Software High ROE and growth metrics are essential in investment philosophy The quality of CEOs greatly impacts company performance The small cap market has potential for growth in the coming years AI is transforming business operations and investment strategies DIY investors should focus on compounders and develop a clear investment system #investing #stocks #personalfinance #wealth #podcast  Tags: Jason Donville, investing strategies, small cap market, high ROE, Constellation Software, AI in business, investment philosophy, Canadian market, artistic pursuits, DIY investing 🎙️WANT TO BE A GUEST? Email me at r.speziale@gmail.com.   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Robin Speziale interviews Martin Braun and Veeral Khatri from the JC Clark Opportunity Fund. They discuss the fund's impressive 25-year track record, its evolution from a value-focused strategy to a growth-oriented approach, and the importance of identifying overlooked Canadian small to mid-cap companies. The discussion also covers the challenges of the current market environment, the significance of management evaluation, and the role of AI in investment research. The guests share insights on their recent stock selections, market outlook for 2025, and common pitfalls for DIY investors. KEY TAKEAWAYS:   The Opportunity Fund has a 25-year track record of compounding 11% annual returns Management evaluation is crucial in investment decisions The fund primarily focuses on Canadian small to mid-cap companies AI is not yet a primary tool for investment research but has potential Investors should identify their sweet spot and focus on it Position sizing is important for maximizing returns The IPO market in Canada is currently struggling Understanding management teams can provide valuable insights #investing #stocks #personalfinance #wealth #podcast   Tags: Opportunity Fund, investment strategies, growth investing, Canadian market, stock selection, management evaluation, AI in investing, DIY investing pitfalls 🎙️WANT TO BE A GUEST? Email me at r.speziale@gmail.com.   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies. 

In this conversation, Des O'Kell, President and Co-founder of Enterprise Group, discusses the resilience and strategies of his company in the cyclical oil and gas industry. He reflects on the challenges faced during downturns, particularly from 2014 to 2021, and how the company managed to remain cashflow positive. Des highlights the shift towards natural gas power systems, the importance of innovation, and the potential for growth in adjacent industries like mining. He also addresses the impact of global markets on Canadian energy and the company's strategic planning for future growth, including acquisitions and market positioning. Finally, he shares insights into the governance of Enterprise Group and the expertise of its board members. KEY TAKEAWAYS:   Enterprise Group remained cashflow positive during downturns The company shifted from diesel to natural gas power systems There is a strong focus on innovation and technology Cyclicality in the oil and gas industry is being addressed through diversification The Canadian energy sector is gaining access to global markets Acquisitions are part of the growth strategy for Enterprise Group The board of directors has a well-rounded skill set Future growth is projected in the mining sector The company has a leadership position in mobile power systems Maintaining client relationships is crucial for business success Ownership Disclosure: Enterprise Group ($E) - No    #investing #stocks #personalfinance #wealth #podcast  Tags: Enterprise Group, Des O'Kell, oil and gas services, resilience, cyclicality, Canadian energy, acquisitions, innovation 🎙️WANT TO BE A GUEST? Email me at r.speziale@gmail.com.   📰 SIGN UP TO MY FREE NEWSLETTER (JOIN 5,000+): ⁠https://robinspeziale.substack.com⁠   📚 BUY MY BOOKS:   Market Masters: ⁠https://amzn.to/3Vfexu6⁠  Capital Compounders: ⁠https://amzn.to/4eYP7bn⁠  Lessons From The Successful Investor: ⁠https://amzn.to/3Zj2ai1⁠  𝕏 FOLLOW ME: ⁠https://x.com/RobinSpeziale⁠   💰 DOWNLOAD KOHO AND ADD $50 CASH TO GET $20 FREE: ⁠https://web.koho.ca/referral/UGXXKO6S⁠     ***   DISCLAIMER:   This content is for informational purposes only, and should not be construed as offering of investment advice or stock recommendations. This content is based on the author's independent analysis and research and does not guarantee the information's accuracy or completeness. The information contained in this video is subject to change without notice, and the author assumes no responsibility to update the information contained in this video. All information contained herein this video should be independently verified with the sources and companies mentioned. The author is not responsible for errors or omissions. The author does not purport to tell or suggest which investment securities viewers should buy or sell for themselves. Those viewers seeking direct investment advice should consult a qualified, registered, investment professional. The author is not a professional or financial advisor, and does not provide financial advice. Viewers are advised to conduct their own due diligence prior to considering buying or selling any stock. The author will not be liable for any loss or damage caused by a viewer's reliance on information obtained in any of this content. It’s important to understand that investing involves risk, including loss of principal. The author is not engaged in any investor relations agreements with any of the publicly traded companies mentioned. The author does not receive compensation of any kind from any publicly traded companies that are mentioned in any of this content. The author has acquired and may trade shares of some of the companies mentioned through open market transactions and for investment purposes only. Refer to the “author’s ownership disclosure” where applicable. There may be affiliate links to Amazon, and other companies in which the author is compensated if any of the affiliate products are purchased from Amazon.ca/.com or any other companies.