Happy New Year! We are back with our first episode of 2024. It is a packed show. Barry and Ernest rant a little bit about short-term thinking and narratives that drive the market. They discuss what Charlie Munger would have owned if he was a Canadian investor and the big deals made by our portfolio companies, TFI International, TMX Group and Waste Connections.
Long Term Investing Podcast can also be found on Spotify & Apple.