27 min listen
FirstService - A Canadian Compounder with a long runway of growth.
FirstService - A Canadian Compounder with a long runway of growth.
ratings:
Length:
33 minutes
Released:
Jun 12, 2023
Format:
Podcast episode
Description
This week’s episode discusses Netflix’s initial success in cracking down on password sharing, followed by a rare macro forecast from Ernest, and then finally our feature company: a “boring” property management/renovations company that has delivered anything but boring returns.
https://www.antenna.live/post/a-first-look-at-the-impact-of-netflixs-password-sharing-crackdown
https://www.desjardins.com/on/en/savings-investment/economic-studies/canada-mortgage-debt-may-25-2023.html
https://www.antenna.live/post/a-first-look-at-the-impact-of-netflixs-password-sharing-crackdown
https://www.desjardins.com/on/en/savings-investment/economic-studies/canada-mortgage-debt-may-25-2023.html
Released:
Jun 12, 2023
Format:
Podcast episode
Titles in the series (48)
Chatting about ChatGPT and making sense of Brookfield by Long Term Investing - With Baskin Wealth Management