Frosters meet Slurpies: Breaking down Couche-Tard's bid for 7-Eleven
0:00: Introduction 3:45: What Ernest and Barry learned on vacation 6:04: Reasons for stick to North American stocks 9:05: Convenience Store market in Japan vs North America 14:21: Alimentation Couche-Tard's acquisition proposal for Seven & i 16:3...
Long Term Investing - With Baskin Wealth Management · Barry Schwartz
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Show Notes
0:00: Introduction 3:45: What Ernest and Barry learned on vacation 6:04: Reasons for stick to North American stocks 9:05: Convenience Store market in Japan vs North America 14:21: Alimentation Couche-Tard's acquisition proposal for Seven & i 16:34: Difficulties of making foreign acquisition in Japan 17:48: Couche Tard’s strong track record of doing M&A 19:09: Timing of Couche-Tard's proposal for Seven & i 25:17: Why Couche-Tard wants to acquire Seven & i In this week's episode, Barry and Ernest are back from vacation and discuss their preference for North American stocks before doing a deep dive on Alimentation Couche-Tard's proposal to acquire Japanese convenience store giant Seven & i Holdings.