Welcome to the Newcomer Investor Channel! In this episode, I chat once again with Asheef Lalani, an incredible Toronto-based investor. Please note, this conversation was recorded on September 29th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed.Â
Disclaimer: The content in this episode is for informational purposes only and should not be interpreted as financial advice. Please consult a qualified professional before making any investment decisions.
Connect:
Newcomer Investor on X:â â â â â â https://twitter.com/NewcomerInvestâ â â â â â
Asheef on X: â â â â https://x.com/BrownMarubozuâ
Fiscal AI: my favourite research tool: â â â https://fiscal.ai/?via=anthonyâ â â
Quick note: At 2:40, it was stated that the SCR offer was 80% cash and 20% stock â please note this is reversed.
Welcome to the Newcomer Investor Channel! In this episode, I chat once again with Asheef Lalani, an incredible Toronto-based investor. Please note, this conversation was recorded on July 8th and on July 14th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed.Â
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Connect:
Newcomer Investor on X:â â â â â https://twitter.com/NewcomerInvestâ â â â â
Asheef on X: â â â https://x.com/BrownMarubozu
Fiscal AI: my favourite research tool: â â https://fiscal.ai/?via=anthonyâ â
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Episode Highlights:
(0:00) - Intro
(2:18) - Market structure
(8:25) - Fairfax
(42:41) - Strathcona Resources & MEG takeover attempt
(01:22:10) - E-L Financial
(01:43:00) - Gold industry + Mako Mining, Orla, Franco Nevada
(02:02:50) - Spotting patterns: great value, great management, + market structure opportunity
(02:11:15) - July 14th extra segment: Strathcona news + Greenfire Resources
Welcome to the Newcomer Investor Channel! In this episode, I chat once again with Aria, a brilliant investing Youtuber. We discuss his investing strategy and his perspective on a range of stocks. Please note, this conversation was recorded on July 9th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed.Â
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Connect:
Newcomer Investor on X:â â â â https://twitter.com/NewcomerInvestâ â â â
Aria on X: â â https://x.com/QualityInvest5â â
Aria on Youtube: â https://youtu.be/0Xd2YcfkKRE?feature=sharedâ Â
Fiscal AI: my favourite research tool: â https://fiscal.ai/?via=anthonyâ
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Episode Highlights:
(0:00) - Introduction
(2:24) - Mastercard
(5:00) - Fiserv
(20:00) - Salesforce
(29:00) - Transmedix
(37:30) - Hims & Hers
(42:20) - Uber, Tesla, Way & the future of AVs
(58:50) - ASML
(01:03:50) - Google
Welcome to the Newcomer Investor Channel, where we uncover the story behind wonderful businesses! In this episode, I chat with Olivia Evans, Director, Corporate Development & Investor Relations at KITS Eyecare, about how the company is reshaping the optical industry. We discuss their business model, customer loyalty, and how KITS stays competitive in a fast-changing market.
Please note: this conversation was recorded on May 13th 2025. Any future references reflect the time of recording.
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Connect:
Email: â iamthenewcomerinvestor@gmail.comâ
Check out KITS: â https://www.kits.ca/indexâ
Get a 15% discount on Finchat, my FAVOURITE Financial Research tool: â â â https://finchat.io/?via=anthonyâ
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Timestamps:
(0:50) - Introducing Olivia Evans
(1:55) - What is KITS?
(2:55) - What differentiates KITS in the optical category?
(05:26) - Customer loyalty & retention, NPS
(6:55) - Millennial customer segment
(8:22) - Cost structure
(11:11) - KITS reverse-engineered the optical industry
(12:05) - KITS internal targets for revenues & margins in the medium term and long term
(13:48) - Highlights from KITS Q1 2025 results
(15:08) - TELUS Health & other recent insurance partnerships for KITS
(18:25) - Does KITS have a moat? How do they view competition?
(22:00) - How KITS continues to grow its recurring revenue streams: Autoship & KITS+
(24:40) - How to keep employees aligned with the mission in a growing and changing company
(27:10) - Oliviaâs message for the investing community
(29:05) - Oliviaâs favourite KITS design
(30:41) - Anthony post-conversationÂ
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone!Please note: this podcast is not financial advice. Iâm not telling you what to do⌠just sharing what I do!
Connect:Newcomer Investor on X: â https://twitter.com/NewcomerInvestâ
Newcomer Investor Email: â iamthenewcomerinvestor@gmail.comâ
Get a 15% discount on Finchat, my FAVOURITE Financial Research tool: â https://finchat.io/?via=anthony
Timestamps:
(0:00) - Intro
(00:58) - Broad thoughts on investing in the age of uncertainty and tariffs
(6:34) - What I bought since âLiberation Dayâ
(7:50) - YTD returns (as of April 13th)
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! In this episode, I am joined by AJ Button for a conversation on China.
Links:
Newcomer Investor on X:â â â â https://twitter.com/NewcomerInvestâ â â â
Newcomer Investor Email: â â iamthenewcomerinvestor@gmail.com
AJ Button on X: https://x.com/AJButton2
Get a 15% discount on my FAVOURITE Financial Research tool: https://finchat.io/?via=anthony
Episode Highlights:
(0:00) - Introducing AJ Button
(2:10) - Is China investable? Analyzing the risks and benefits.
(16:00) - Alibaba
(27:00) - PDD Holdings
(34:40) - Postal Savings Bank of China
(41:43) - Why AJ purchased more Brookfield Corporation
Please note, this conversation was recorded on January 12th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed. And remember that nothing here is financial advice!
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! Please note: this podcast is not financial advice. Iâm not telling you what to do⌠just sharing what I do! Connect: Newcomer Investor on X: â https://twitter.com/NewcomerInvestâ Newcomer Investor Email: â iamthenewcomerinvestor@gmail.comâ
Timestamps:
(0:00) - Intro
(0:28) - Market
(2:10) - Portfolio strategy changes over the years
(14:14) - Plans for 2025
(18:10) - 5 stocks to watch in 2025
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone!
In this episode, I am joined by Asheef Lalani for an in-depth analysis of Fairfax!
Please note, this conversation was recorded on November 4th. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed. And remember that nothing here is financial advice
Connect:
Newcomer Investor on X:â â â https://twitter.com/NewcomerInvestâ â â
Newcomer Investor Email: â â iamthenewcomerinvestor@gmail.comâ â
Asheef on X:
Episode Highlights:
(0:00) - Intro
(1:45) - Asheefâs career in finance
(5:00) - Asheefâs investing style
(7:50) - The evolution of markets
(18:45) - Fairfax - what do they do? what is a p&c business?Â
Who is Prem Watsa? What is the Fairfax culture?
(27:20) - Fairfaxâ largest stock: Eurobank
(29:45) - Understanding Fairfaxâ valuation and some of its âhiddenâ components
(36:45) - Breaking down Fairfaxâ insurance business
(41:55) - Downside protection
(47:27) - The float!!!
(49:20) - Global diversification
(53:25) - Fairfax India
(1:05:20) - Book value - comparison with Intact
(1:08:00) - genius move: Fairfaxâ Total Return Swaps
(1:12:50) - catalyst: Fairfaxâ potential inclusion into the TSX 60
(1:19:00) - How all Fairfax segments come togetherÂ
(1:20:30) - Brookfield & Fairfax similarities
(1:22:00) - Fairfax vs Fairfax India
(1:26:00) - Fairfax Stock: Strathcona Resources
(1:43:00) - Mako Mining and execution risks
(1:47:00) - Fairfax recent acquisitions: Sleep Country Canada and Peak Achievement
(1:58:45) - Fairfax stockâs exceptional return
(2:00:00) - Stock splits
(2:08:45) - Why some people choose to avoid Fairfax (and Brookfield!)
(2:12:30) - How Prem treats people
(2:17:00) - Asheefâs advice to investors
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! Â
In this episode, I chat with Aria, a brilliant investing Youtuber. We discuss his investing strategy and his perspective on a range of stocks. Please note, this conversation was recorded on October 19th. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed.
Connect:
Newcomer Investor on X: â â https://twitter.com/NewcomerInvestâ â
Newcomer Investor Email: â â iamthenewcomerinvestor@gmail.comâ â
Aria on X:
Aria on Youtube: https://www.youtube.com/@QualityInvest5
ASML Video: https://www.youtube.com/watch?si=FX-MEIr05aOR9Nc4&v=fK9cEhR07-c&feature=youtu.be
Salesforce Video: https://www.youtube.com/watch?si=Kp2Tv6KxAyQ0QuoF&v=WKYZV3gOyeU&feature=youtu.be
Episode Highlights:
(0:00) - Intro
(1:00) - Who is Aria + his beginnings in investing
(3:00) - Mastercard
(13:15) - ASML
(30:00) - Salesforce
(44:20) - Amazon
(53:20) - Google
(1:01:45) - Uber
(1:06:00) - Rapid fire questions
(1:10:00) - Newcomer elevator pitch on Brookfield
(1:23:00) - Amazon (again) - sum of parts valuation
(1:25:00) - Ariaâs advice for new investors
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! Â
In this episode, I chat with Nelson Smith, founder of the Canadian Dividend Investing Newsletter, and one of my favourite people in the FinTwit space! We discuss his investing strategy and his perspective on a range of stocks.
Please note, this conversation was recorded on October 16th. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed.
Connect:
Newcomer Investor on X: â https://twitter.com/NewcomerInvestâ
Newcomer Investor Email: â iamthenewcomerinvestor@gmail.comâ
Nelson on X:
https://x.com/CDInewsletter
Subscribe to the Canadian Dividend Investing Newsletter: https://canadiandividendinvesting.beehiiv.com/
Episode Highlights:
(0:00) - Intro
(1:00) - Who is Nelson?Â
(4:30) - Nelsonâs investing style
(6:22) - TDâs $3B fine and asset cap
(13:20) - Canadian Big 6 Banks
(17:50) - EQB
(26:05) - American banks
(28:25) - A&W
(38:50) - Restaurant Brands International (Tim Hortons, Burger King, Popeyes, Firehouse Subs)
(46:30) - McDonaldâs
(51:30) - Yum Brands
(54:20) - Alimentation Couche-Tard
(1:00:00) - Parkland Fuels
(1:06:50) - How will EVs affect the convenience industry???
(1:09:00) - Nutrien
(1:14:00) - Dollarama
(1:20:00) - Rogers Sugar
(1:23:00) - Grupo Aeroportuario
(1:26:00) - Polaris Infrastructure
(1:31:00) - Why no Asia/Europe stocks? Why so many holdings? Why no ETFs? Favourite/best stock ever?
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! Â
In this episode, I chat with Mahima Poddar, Senior Vice-President and Group Head, Personal Banking at EQ Bank. We explored EQ Bankâs innovative Challenger mindset, their cutting-edge products, and how they are reshaping banking to better serve Canadians with smarter, more efficient solutions.
Please note, this conversation was recorded on September 12th. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed.
Connect:
Newcomer Investor on X: https://twitter.com/NewcomerInvest
Newcomer Investor Email: iamthenewcomerinvestor@gmail.com
Follow EQ Bank on X: â https://x.com/eqbank
Sign up for an EQ Bank Account using my referral: join.eqbank.ca/?code=ANTHONY5814
Sign up for a Small Business Account: https://www.eqbank.ca/business/business-banking/business-account
Episode Highlights:
(0:00) - Introduction
(1:24) - Introducing Mahima
(2:52) - The Challenger Bank Mindset
(5:00) - Building the EQ Bank Brand - early challenges and victoriesÂ
(9:37) - EQ Bankâs product differentiation compared to the Big 6
(18:45) - Who are EQ Bankâs customers? + customer acquisition/retention strategy
(22:00) - Second Chance campaign with Eugene and Dan Levy
(25:00) - The benefits of technology
(27:45) - Open banking
(30:45) - The Branch vs Branchless debateÂ
(34:25) - Anthony and Mahimaâs bank customer experience anecdotes
(35:55) - What Mahima is excited about in the years ahead for EQ Bank
(38:35) - Post-conversation debrief
Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW TheDividendGuy on Twitter: https://twitter.com/TheDividendGuySUBSCRIBE to his Youtube: https://www.youtube.com/@UC8aD-2lWvqnkxKiGH91X1WQ STREAM his Podcast: https://open.spotify.com/show/4xk1mOZ05rwzMHRg3PGOp0?si=7532e53193fe419cSTREAM his second Podcast: https://open.spotify.com/show/4W6l74AJVV5h2BJDeVJlKg?si=e31b0beb647040e0READ his blog: https://www.thedividendguyblog.com/Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: hhttps://www.youtube.com/@newcomerinvestor/featuredEmail me at â iamthenewcomerinvestor@gmail.comâ
(0:00) - Introducing TheDividendGuy
(5:50) - Investing strategy; how it started, and evolved over time
(10:51) - The dividend triangle
(13:06) - The dividend vs anti dividend debate
(15:12) - Amazon $AMZN
(16:28) - Constellation Software $CSU
(19:37) - Benefits of sticking to one main strategy
(21:10) - Mark Leonard: one of the greatest Canadian CEOs of all time, and the importance of high quality management with integrity
(26:08) - Canadian banksâ recent earnings: what can we expect next?!
(30:26) - Thoughts on timing the market + managing expectations
(36:09) - National Bank $NA: what makes it so special!
(45:24) - CIBC $CM, Laurentian Bank $LB: suffering from lack of focused strategy
(47:21) - Canadian Western Bank $CWB
(49:20) - Alimentation Couche Tard $ATD: one of Canadaâs greatest success stories
(56:06) - Alain Bouchard - passionate, down to earth, and humble leadership