In this week’s episode, Barry and Ernest cover Apple, Berkshire, Big Techs and Garmin’s recent results. Barry and Ernest, first discuss BCE’s recent acquisition foray into the U.S. and give their take on BCE’s capital allocation policy. Then they move on to review Apple’s and Berkshire’s latest results and discuss the impact of Big Tech spending on capital expenditures. The final discussion focuses on Garmin, whose stock surged over 20% following the release of its Q3 earnings. Barry and Ernest break down what you need to know about Garmin’s evolving business.
Long Term Investing Podcast can also be found on Spotify & Apple.
