Today we are breaking down the publicly traded investment company 3i. You may think if you've seen one publicly traded investment vehicle, you've seen them all. Yet, 3i is an investment vehicle where one business, Dutch retailer, Action, represents well north of 50% of their net asset value.
Our guest to break down 3i is Luke Bridgeman, a partner and portfo ... Show More
Jul 27
Applied Intuition: A Billion Intelligent Machines - [Business Breakdowns, EP.248]
Today, we are breaking down Applied Intuition. Our guests are co-founders Qasar Younis and Peter Ludwig, who started the company in 2017 with a mission to make a billion machines intelligent. The simplest way to understand Applied Intuition is that it builds the brains for machin ... Show More
47m 13s
May 2026
Toast: Sticky SaaS - [Business Breakdowns, EP.247]
Today, we are breaking down Toast, a name we have covered before but are revisiting because the story has changed enough to be worth telling again. Most listeners will have tapped a Toast terminal without thinking much about the business behind it. Our guest is Sean Barrett, foun ... Show More
49m 24s
May 2026
Auto1: EU-sed Car Marketplace - [Business Breakdowns, EP.246]
Today, we are breaking down Auto1, and this is an interesting episode because we are tackling a business that most US listeners will not be familiar with, even though it resembles names they already know well. Our guest is Harrison Moot, co-founder and CIO of Sandstone, who walks ... Show More
1h 5m
Aug 2023
Best Businesses in the World A to Z (List)
<p>In this episode of the Canadian Investor, Simon and Braden provide the best businesses in the world for every letter of the Alphabet</p> <p>Symbols of stocks discussed: AAPL, BRK-B, DE, META, HD, JNJ, LMT, MA, PEP, INTU, ROP, SPGI, TSM, UH, UNH, V, WMT, GOOG, ASML, ETSY, DIS, ... Show More
52m 22s
Jun 2021
#195 - A Discussion on Sam & Shaan's Recent Investments
Sam (@TheSamParr) and Shaan (@ShaanVP) provide a sneak peak into their portfolio on this episode, breaking down recent investments they've both made. For each deal they discussed the company, why they invested, why it can be good, and why it might not work. If you like this episo ... Show More
57m 18s
Aug 2025
Magnetic Position Sensors $MELE, Promo Market $FOUR and Ingles $INMKT with Gwen Hofmeyr | S07 E26
Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. See our latest episodes at https://acquirersmultiple.com/podcastWe are live every Tuesday at 1.30pm E / 10.30am P.About Jake Jake's ... Show More
1h 1m
Sep 2020
#113 - From Furniture Store to Water Delivery: The Millions in Boring Businesses
(0:46) The guys break down Frank Slootman (Snowflake founder’s) Linkedin post, (7:45) Sam brings up Rocket Internet, a German company that clones mainstream startups in smaller geographic markets. They scale quickly and are formulaic, (8:30) Sam is fascinated by Danny Meyer, foun ... Show More
47m 41s
Sep 2023
TIP576: Mastermind Q3 2023 w/ Tobias Carlisle and Hari Ramachandra
In today's episode, Stig Brodersen speaks to Tobias Carlisle and Hari Ramachandra. Stig outlines why he put Constellation Software on his watchlist and is waiting to buy the dip. Hari’s pick, Brookfield Corporation, is one of the world’s largest alternative investment management ... Show More
1h 53m
Sep 2024
MI370: The Company Behind The S&P 500: Valuing S&P Global w/ Daniel Mahncke
In today’s episode, Shawn O’Malley (@Shawn_OMalley_) is joined by stock investor and founder of The All-in-One Investing Platform, Daniel Mahncke, to break down the company behind the S&P 500 index: S&P Global. You’ll learn about the five different business units at S&P Global, h ... Show More
49m 25s
Feb 2024
These 4 Quebec Rollups have Crushed the TSX
<p>Welcome back to the Canadian Investor podcast with your hosts, Simon and Braden! In this episode, they dive headfirst into the captivating universe of Quebec-based rollups, exploring why some of these companies have emerged as the best-performing stocks on the TSX over the las ... Show More
50m 11s