Welcome to Episode 21 of the Know What You Own Podcast. On today’s episode, we discuss the recent share price weakness in Copart and Honeywell Aerospace and provide updates on both companies’ operations.
Know What You Own – Episode 21: Updates on Copart & Honeywell Aerospace Read More »
Welcome to Episode 20 of the Know What You Own Podcast. On today’s episode, we discuss the drivers of the strong performance of the Canadian banks and our outlook for them going forward.
Know What You Own – Episode 20: Our Thoughts on the Canadian Banks Read More »
Welcome to Episode 19 of the Know What You Own Podcast. On today’s episode, we discuss the business of Honeywell Aerospace as a newly public, standalone company following its recent spin-off, the markets it serves, and what makes the aerospace industry so compelling.
Know What You Own – Episode 19: Honeywell Aerospace Read More »
Welcome to Episode 18 of the Know What You Own Podcast. On today’s episode, we explore the business of FactSet Research Systems and how artificial intelligence is influencing the landscape it operates in.
Know What You Own – Episode 18: Factset Research Systems Read More »
Welcome to Episode 17 of the Know What You Own Podcast. On today’s episode, we discuss a company serving critical infrastructure markets that has undergone a major corporate transformation. We explore its evolution and the end markets it serves, including energy, transportation, telecommunications, water, and utilities.
Know What You Own – Episode 17: From Oil Services to Infrastructure Read More »
