Drunk Dividends - Wine, Entrepreneurship, & the Best companies you’ve never heard of! feat. North West, A&W, and more! [EP. 56]

Newcomer Investor

Newcomer Investor에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Newcomer Investor 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

10M ago 1:12:29

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Welcome to the Newcomer Investor Channel! The overarching goal for this channel is to share insights, learn from each other, chat about the beauty of investing and foster healthy debate by sharing various viewpoints. NOTE: This podcast should NOT be taken as financial advice, and is for entertainment purposes only. FOLLOW Drunk Dividends: https://twitter.com/DrunkDividends Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠ TIMESTAMPS: (0:00) - Intro: Who is Drunk Dividends?

(5:35) - What made you start investing?

(8:20) - North West Company $NWC

(11:35) - Growth catalysts for NWC?

(13:00) - Government involvement in business

(15:35) - Is NWC a core holding or trade?

(17:22) - Loblaws, Metro, Empire & grocery industry

(19:50) - Residential REITs

(21:45) - Exchange Income Corporation $EIF

(25:00) - A&W Income Fund $AW.UN and Restaurant Brands International $QSR

(31:34) - The importance of being really good at one thing

(32:54) - Coca Cola $KO

(36:40) - Chartwell $CSH.UN, and retirement home REITs

(44:00) - Drunk Dividends’ love/hate relationship with the Canadian banks

(50:00) - Quebecor $QBR.B, and the telco industry

(54:20) - Pesorama $PESO (yes, you read it right.)

(56:15) - Alcohol stocks & industry: Anheuser-Busch, Diageo, Andrew Peller

(1:03:35) - Publicly traded companies vs private ownership

(1:08:37) - What advice would you give a younger person?

87 에피소드

#Trading #Business #Newcomer Investor