Compound Everything

Constellation Software ($CSU.TO) has been absolutely crushed… but after diving deep into the latest earnings, free cash flow, and the AI fears surrounding software, I think the market may be completely mispricing this business. In this video I break down: • Why Constellation’s software businesses are incredibly sticky • The real free cash flow power behind the company • Why I think AI fears may be...

Robinhood stock just dropped hard and investors are asking what went wrong. In this video I break down why the stock fell, what the market is missing, and why I still see strong upside ahead. We look at growth drivers, risks, and whether this is a real buying opportunity for long term investors. If you are watching HOOD stock or thinking about buying the dip this analysis will help you decide. I’m...

Lululemon gets a new CEO, Heidi O'Neil. My thoughts on how she will lead this already floundering company.

Peyto Exploration & Development (PEY.TO) has long been known as a "low-cost leader" in the Canadian natural gas space. But how do they maintain those margins, and where is the company headed next? In this video, we dive deep into the operational efficiency that sets Peyto apart from its peers. We break down the math behind their low-cost production model and take a look at the major new projec...

In this video, I break down what’s really happening with Celsius Holdings, including the recent Alani Nu lawsuit, and why it may not be the main reason behind the drop. While the lawsuit has created negative headlines and short-term fear, this kind of legal risk isn’t new in the energy drink industry , companies like Monster and Red Bull have faced similar challenges before. The bigger issue? Acco...

In today’s episode, we look into the front page of the internet: Reddit (RDDT). From its humble beginnings as a simple link-sharing site to its massive 2024 IPO and its current status as a powerhouse for AI data training, we cover the full evolution of the platform. The stock has had a volatile 2026, dropping over 40% year-to-date and sitting significantly below its 52-week high of $282.95. But wi...

Is the Swoosh finally dead? In today’s episode, I’mare performing a post-mortem on the slow-motion car crash that is Nike ($NKE). For decades, Nike was the untouchable king of retail, but a series of massive strategic blunders has sent the stock, and the brand’s "cool factor" into a freefall.

Is Netflix becoming the ultimate capital allocator in tech? In today’s video, we’re breaking down why Netflix walked away from a potential deal with Warner Bros. Discovery and why their CFO’s "not at any cost" stance is a massive signal to the market.

In this episode, we’re breaking down the full lifecycle of our cabin investment. From the initial "why" to the actual bottom-line profits. We dive into the logistics of managing a remote property, the unexpected challenges of guest turnover, and the hard numbers on what this cabin pays for. If you’ve been considering buying a vacation rental or a cabin of your own, this is the honest conversation...

In this episode, we discuss the Canadian Securities Institute (CSI) Technical Analysis Course and share our honest experience after completing it. We discuss: • What the course does well • What we learned, and what we didn’t • Where the course falls short • What we think could have been done better • Who this course is best suited for • And whether we would recommend it to others If you’re conside...

In this podcast, we discuss the future of ride-sharing and the growing threat to Uber from autonomous vehicles like Waymo and Tesla’s Full Self-Driving (FSD). We explore Uber CEO Dara Khosrowshahi’s strategy to navigate the shift toward autonomy, and whether Uber can survive, or even thrive, In a world where drivers may become obsolete!! Will Tesla’s RoboTaxi network crush Uber? Can Uber pivot bef...

This week, we’re reviewing the investing books we read in January, breaking down key lessons, and giving each a rating out of 10. We discuss what we learned, how the strategies apply to real-world investing, and whether these books are worth reading. Featured books: 📖 How I Made $2 Million in the Stock Market – Nicolas Darvas’ trading method and whether it still works today 📖 The Sleuth Investor...

In this podcast episode, we uncover the secrets behind our deep dive into Aritzia (TSX: ATZ), one of the hottest names in the fashion retail space. Using scuttlebutt and qualitative research, we went beyond financials to understand what truly drives Aritzia’s success. From visiting stores to gathering customer insights and studying industry trends, we break down our process step by step. If you’re...

Join us as we make some fun predictions shaping 2025 for Canadian real estate, the economy, the SPY (S&P 500 ETF), and Bitcoin. We’ll break down: • Canadian Real Estate: Will prices soar or cool off? Explore the trends in housing and interest rates • The Economy: What’s next for inflation and GDP growth • SPY Predictions: Gain insights into where the S&P 500 might head this year and what s...

In this episode, we dive deep into the incredible journey of Dutch Bros Coffee, the quirky coffee chain that’s taken the industry by storm. From its humble beginnings in a pushcart in Oregon to becoming one of the fastest-growing drive-thru coffee companies in America, we explore what sets Dutch Bros apart in a highly competitive market. We unpack their unique company culture, their fanatical cust...

Join us as we study the investment philosophy and distinctive approach of Jason Donville, a respected Canadian investor and founder of Donville Kent Asset Management (DKAM). This podcast we examine Donville’s essential metrics, his disciplined method for identifying top-tier growth stocks, and his strategy for utilizing earnings power to uncover market value. We also examine the Canadian investmen...

Join us on this episode as we study and learn from the life and investing philosophies of John Templeton, one of the most successful investors of all time. We explore his famous 10 tenets of investing and the principles that guided his long and illustrious career. Learn how Templeton's contrarian approach, value investing strategies, and global outlook shaped his wealth-building legacy. Not invest...

In this episode, we dive into the shifting landscape of the beauty industry, focusing on giants like Estée Lauder, L’Oréal, and other major players who have long dominated the market. We’ll discuss whether new and emerging brands are eroding these big companies’ moats, chipping away at their once-unshakable oligopoly. From changing consumer preferences to indie brands with innovative approaches, w...

In this podcast, we delve into the captivating world of Francis Chou, a remarkable investor whose astute strategies have earned him well-deserved recognition and success. With a laser-focused approach and an uncanny ability to identify undervalued opportunities, Chou has become a revered figure in the investment realm. Our discussion sheds light on Chou's investment philosophy, showcasing how his...

In this episode, we explore the energy drink industry’s top players—Monster, Celsius, and Red Bull. Focusing on the qualitative factors driving growth for Monster and Celsius, both publicly traded, we analyze their market positioning, competitive strategies, and future potential. Tune in for insights on the evolving energy drink landscape and what it means for investors. Not investing advice and f...

In this podcast we look into the world of successful investing with Terry Smith, the renowned founder of Fundsmith. Discover the strategies he employs to identify high-quality stocks and the wisdom behind his long-term holding philosophy.   Key Takeaways: Terry Smith's methodology for pinpointing quality stocks in the market. The art of disciplined and patient long-term investing. Terry Smith is a...

Join us in this insightful podcast as we delve into the investment philosophy and success stories of Terry Smith, the renowned fund manager behind Fundsmith who has an annualized return of 15% since 2010 . Discover the principles that have propelled Fundsmith to success in the financial world.

In this podcast, we look into into Airbnb’s stock valuation, discussing the factors that impact its market value and potential growth. We explore the key risks that investors should consider, such as regulatory challenges, competition, and market saturation. On the flip side, we highlight the rewards, including the company’s expanding footprint and adaptability in the short-term and long term rent...

Discover the incredible world of Robert Wilson, a lesser-known yet astoundingly successful hedge fund manager, in our latest video. Dive deep into the life and legacy of Wilson, whose investment acumen led to remarkable returns, setting him apart in the financial world. We unravel the secrets behind his strategies, exploring how his unique approach to investing yielded substantial profits. This vi...

Dive into the remarkable story of Rose Blumkin, the legendary founder of Nebraska Furniture Mart. Known affectionately as "Mrs. B," Blumkin built her empire from the ground up, transforming a small pawnshop into the largest home furnishings store in North America. This video explores her relentless work ethic, savvy business acumen, and the strategic decisions that made her a force to be reckoned...