FirstService - A Canadian Compounder with a long runway of growth.

This week’s episode discusses Netflix’s initial success in cracking down on password sharing, followed by a rare macro forecast from Ernest, and then finally our feature company: a “boring” property management/renovations company that has delivered anything but boring returns.

https://www.antenna.live/post/a-first-look-at-the-impact-of-netflixs-password-sharing-crackdown

https://www.desjardins.com/on/en/savings-investment/economic-studies/canada-mortgage-debt-may-25-2023.html