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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. I’m not telling you what to do… just sharing what I do! Connect:Newcomer Investor on X: ⁠https://twitter.com/NewcomerInvest⁠ Newcomer Investor Email: ⁠iamthenewcomerinvestor@gmail.com⁠ Get a 15% discount on Finchat, my FAVOURITE Financial Research tool: ⁠https://finchat.io/?via=anthony [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 “Liberation Day” (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:⁠⁠ ⁠⁠https://twitter.com/NewcomerInvest⁠⁠⁠⁠ [https://twitter.com/NewcomerInvest] Newcomer Investor Email: ⁠⁠iamthenewcomerinvestor@gmail.com [iamthenewcomerinvestor@gmail.com] AJ Button on X: https://x.com/AJButton2 [https://x.com/AJButton2] Get a 15% discount on my FAVOURITE Financial Research tool: https://finchat.io/?via=anthony [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. I’m not telling you what to do… just sharing what I do! Connect: Newcomer Investor on X: ⁠https://twitter.com/NewcomerInvest⁠ Newcomer Investor Email: ⁠iamthenewcomerinvestor@gmail.com⁠ 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:⁠ ⁠⁠https://twitter.com/NewcomerInvest⁠⁠⁠ [https://twitter.com/NewcomerInvest] Newcomer Investor Email: ⁠⁠iamthenewcomerinvestor@gmail.com⁠⁠ Asheef on X: https://x.com/BrownMarubozu [https://x.com/QualityInvest5] Episode Highlights: (0:00) - Intro (1:45) - Asheef’s career in finance (5:00) - Asheef’s investing style (7:50) - The evolution of markets (18:45) - Fairfax - what do they do? what is a p&c business?  Who is Prem Watsa? What is the Fairfax culture? (27:20) - Fairfax’ largest stock: Eurobank (29:45) - Understanding Fairfax’ valuation and some of its “hidden” components (36:45) - Breaking down Fairfax’ 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: Fairfax’ Total Return Swaps (1:12:50) - catalyst: Fairfax’ potential inclusion into the TSX 60 (1:19:00) - How all Fairfax segments come together  (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 stock’s 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) - Asheef’s 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!   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: ⁠⁠https://twitter.com/NewcomerInvest⁠⁠ [https://twitter.com/NewcomerInvest] Newcomer Investor Email: ⁠⁠iamthenewcomerinvestor@gmail.com⁠⁠ Aria on X: https://x.com/QualityInvest5 [https://x.com/QualityInvest5] Aria on Youtube: https://www.youtube.com/@QualityInvest5 [https://www.youtube.com/@QualityInvest5] ASML Video: https://www.youtube.com/watch?si=FX-MEIr05aOR9Nc4&v=fK9cEhR07-c&feature=youtu.be [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 [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) - Aria’s advice for new investors