This week’s podcast touches on a number of topics including a review of Berkshire Hathaway’s recent shareholder letter and Warren Buffet’s dissatisfaction with Berkshire’s railroad and utility asset. Next, they have a conversation about the Canadian bank results and what their CEO’s are saying about the Canadian economy.
The feature discussion is on Canadian Natural Resources (CNQ) where Barry and Ernest give investors food for thought on how to value CNQ differently.
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