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Newsletter
Only Winners and Losers
The start of 2026 has only brought more uncertainty to the financial markets. Canadian equity markets have outperformed their US counterparts, but performance has varied ...
Podcast
Know What You Own – Episode 15: Genuine Parts Co. – Under the Hood of NAPA
Welcome to Episode 15 of the Know What You Own Podcast. On today’s episode, we review Genuine Parts Company and the planned spinoff of its ...
Podcast
Know What You Own – Episode 14: Iran and the Selloff in Software
Welcome to Episode 14 of the Know What You Own Podcast. On today’s episode, we discuss the conflict in Iran and the continued selloff in ...
Podcast
Know What You Own – Episode 13: More 2025 Q4 Earnings
Welcome to Episode 13 of the Know What You Own Podcast. On today’s episode, we unpack another wave of quarterly earnings. We talk about PEP, ...
Podcast
Know What You Own – Episode 12: 2025 Q4 Earnings Review
Welcome to Episode 12 of the Know What You Own Podcast. On today’s episode, we dive into the takeaways from the start of 2025 Q4 ...
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