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Oct 2021
38m 19s

Lightspeed short report, moats and gambl...

BRADEN DENNIS & SIMON BELANGER
About this episode

In this episode of the Canadian Investor Podcast, we mix it up with some news and concepts. We talk about the following topics:

  • Lightspeed short report by Spruce Point Capital
  • CMHC warning about the canadian housing market
  • Merger of Agnico Eagle Mines and Kirkland Lake Gold
  • US Debt Ceiling 
  • Moats and quality scoring checklist
  • Precious streamers and Franco-Nevada 
  • Gambling on stocks

Tickers of stocks discussed:

FNV.TO, LSPD.TO, AEM.TO, KL.TO

  • Canadian Investor Podcast Twitter: @cdn_investing
  • Simon’s twitter: @Fiat_Iceberg
  • Braden’s twitter: @BradoCapital

See omnystudio.com/listener for privacy information.

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