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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 Panama, where the outlook for First Quantum and Franco-Nevada now appears considerably mor...
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 their competitive advantages. From AOL failing to adapt to the open internet and BlackBerry rea...
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 and borrowing costs, and why hyperscalers are increasingly turning to debt to fund the buildo...
In this episode of The Canadian Investor Podcast, Simon and Dan break down a packed week of market news, starting with the latest developments at the Cobre Panama mine and what an orderly closure could mean for First Quantum and Franco-Nevada. Pasted text
They also dig into the controversial acquisition of Slate Grocery REIT, including the timing of its distribution su...
Discount retailers are benefiting as consumers increasingly look for value—but not every discount business is created equal.
In this episode, we rank 12 major discount retailers from S to F tier based primarily on business quality. We look at margins, returns on capital, competitive advantages, private-label strategies, store expansion and the business models that sepa...