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Jan 2024
46m 38s

20 Important Metrics When Analyzing a St...

BRADEN DENNIS & SIMON BELANGER
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Yesterday
Big Canadian Deals, Micron’s AI Boom & Nike Continues to Struggle
In this episode of The Canadian Investor Podcast, Simon and Dan break down a busy week of Canadian dealmaking, including the kmassive Emera–Canadian Utilities merger, Cenovus buying Athabasca Oil, and another major acquisition involving the Weston family. They also revisit Cobre ... Show More
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Lessons From 4 Market Leaders That Destroyed Their Moats
What causes a dominant company to lose an advantage that once looked almost impossible to disrupt? In this episode of The Canadian Investor Podcast, Simon and Dan look at four companies that were once leaders in their industries but made strategic decisions that helped erode thei ... Show More
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The $1 Trillion AI Spending Boom & the Race to Make It Profitable with Braden Dennis
The AI spending boom is reshaping much more than the technology sector. In this episode of the Canadian Macro Show, Simon, Dan and Brayden discuss why massive AI infrastructure spending is increasingly competing for capital, how that could be contributing to higher bond yields an ... Show More
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