Newcomer Investor

Strathcona Resources, MEG Energy, Cenovus & Fairfax Update!

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 September 29th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed.  Disclaimer: The content in this episode is for informational purposes only and should not be interpreted as financial advice. Please consult a qualified professional before making any investment decisions. Connect: Newcomer Investor on X:⁠⁠⁠⁠ ⁠⁠https://twitter.com/NewcomerInvest⁠⁠⁠⁠⁠⁠ [https://twitter.com/NewcomerInvest] Asheef on X: ⁠⁠⁠⁠https://x.com/BrownMarubozu⁠ [https://x.com/QualityInvest5] Fiscal AI: my favourite research tool: ⁠⁠⁠https://fiscal.ai/?via=anthony⁠⁠⁠ [https://fiscal.ai/?via=anthony] Quick note: At 2:40, it was stated that the SCR offer was 80% cash and 20% stock — please note this is reversed.

Sidecar Strategy: Leveraging Market Structure Asymmetry with Canada’s Top Capital Allocators (Fairfax Financial, Strathcona Resources, E-L Financial, & the Gold Industry)

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 [https://twitter.com/NewcomerInvest] Asheef on X: ⁠⁠⁠https://x.com/BrownMarubozu [https://x.com/QualityInvest5] Fiscal AI: my favourite research tool: ⁠⁠https://fiscal.ai/?via=anthony⁠⁠ [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

Quality Investing With Aria: Part 2

Welcome to the Newcomer Investor Channel! In this episode, I chat once again 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 July 6th 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 [https://twitter.com/NewcomerInvest] Aria on X: ⁠⁠https://x.com/QualityInvest5⁠⁠ [https://x.com/QualityInvest5] Aria on Youtube: ⁠https://youtu.be/0Xd2YcfkKRE?feature=shared⁠ [https://youtu.be/0Xd2YcfkKRE?feature=shared]  Fiscal AI: my favourite research tool: ⁠https://fiscal.ai/?via=anthony⁠ [https://fiscal.ai/?via=anthony]   Episode Highlights: (0:00) - Introduction (2:24) - Mastercard (5:00) - Fiserv (20:00) - Salesforce (29:00) - Transmedix (37:30) - Hims & Hers (42:20) - Uber, Tesla, Waymo & the future of AVs (58:50) - ASML (01:03:50) - Google

Olivia Evans - KITS: Making Eyecare Easy

Welcome to the Newcomer Investor Channel, where we uncover the story behind wonderful businesses! In this episode, I chat with Olivia Evans, Director, Corporate Development & Investor Relations at KITS Eyecare, about how the company is reshaping the optical industry. We discuss their business model, customer loyalty, and how KITS stays competitive in a fast-changing market. Please note: this conversation was recorded on May 13th 2025. Any future references reflect the time of recording.   Connect: Email: ⁠iamthenewcomerinvestor@gmail.com⁠ Check out KITS: ⁠https://www.kits.ca/index⁠ [https://www.kits.ca/index] Get a 15% discount on Finchat, my FAVOURITE Financial Research tool: ⁠⁠⁠https://finchat.io/?via=anthony⁠ [https://finchat.io/?via=anthony]   Timestamps: (0:50) - Introducing Olivia Evans (1:55) - What is KITS? (2:55) - What differentiates KITS in the optical category? (05:26) - Customer loyalty & retention, NPS (6:55) - Millennial customer segment (8:22) - Cost structure (11:11) - KITS reverse-engineered the optical industry (12:05) - KITS internal targets for revenues & margins in the medium term and long term (13:48) - Highlights from KITS Q1 2025 results (15:08) - TELUS Health & other recent insurance partnerships for KITS (18:25) - Does KITS have a moat? How do they view competition? (22:00) - How KITS continues to grow its recurring revenue streams: Autoship & KITS+ (24:40) - How to keep employees aligned with the mission in a growing and changing company (27:10) - Olivia’s message for the investing community (29:05) - Olivia’s favourite KITS design (30:41) - Anthony post-conversation

Investing in the age of tariffs and uncertainty

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)