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.
Connect:
Newcomer Investor on X: https://twitter.com/NewcomerInvest
Asheef on X: https://x.com/BrownMarubozu
Fiscal AI: my favourite research tool: https://fiscal.ai/?via=anthony
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