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FirstService - A Canadian Compounder with a long runway of growth.
Season 1 · Episode 16

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...

Long Term Investing - With Baskin Wealth Management · Barry Schwartz

June 12, 202333m 10s

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Show Notes

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