Ernest and I, kick off this episode with a discussion about AI and Nvidia as well as stock price volatility, then we move on to talk about the opportunity in Brookfield Corporation. Next we discuss the lacklustre results of the Canadian Banks and then it is our feature discussion...CCL Industries. CCL is the largest label maker in the world and is one of the greatest capital allocators in North America (that you may never heard of).

Check out Ernest's blogs on Brookfield and CCL Industries to find out more:

https://baskinwealth.com/an-ernest-opinion/a-compounder-thesis-for-brookfield-corporation/

https://baskinwealth.com/blog/great-capital-allocation-makes-a-great-company-ccl-industries/

Folgen-ID: 1000614639152

GUID: 57d4e31c-92bd-49ad-a01a-5b8d60ff5d06

Erscheinungs­datum: 26.5.2023, 20:43:44