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Blog2019-05-16T12:45:55-04:00

What I learned about investing from The Great British Bake Off

By |February 4th, 2020|

The Great British Bake Off, a competitive baking show, has become somewhat of a phenomenon – not to mention one of my favourite shows. With ten completed seasons and dozens of spin-offs and reboots in other geographies, it’s a welcome change to much of competitive reality TV with its congenial atmosphere and lack of manufactured drama.

Barry’s Take on Onex CEO Gerald Schwartz’s Presentation at the CFA Annual Investment Dinner

By |November 10th, 2019|

Barry attended the CFA Society’s Annual Investment Dinner where Gerry Schwartz, CEO of Onex, was the keynote speaker. While the presentation didn’t initially meet his expectations, he realized afterward that it was one of the best he’d ever heard.

Waiting for the Recession. Calmly.

By |August 22nd, 2019|

Economies move in cycles. At the start of a new cycle demand for goods and services is strong and growing. Businesses hire more workers, open new stores and factories, and scramble to increase production. The newly hired workers spend their wages, increasing demand even further. Times are good, everybody pays their bills and the only people suffering are the bankruptcy lawyers.

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