Drilling Down on Canadian Energy
About this episode
This week, Barry and Ernest review quarterly results for some more names before providing an update on their two favorite Canadian energy names.
0:00- Intro
4:24- TransDigm outlook
10:16- Great capital allocators pivot
14:55- Garmin update
19:33- Brookfield update
24:51- Buffett's pitch for Berkshire stock
29:13- Why we own CNQ
36:43- Tourmaline's business model
39:43- Data center tailwinds for natural gas
42:29- Country-level risk for commodities
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