0:00 Introduction
2:10 Bell Canada’s Acquisition of Ziply: Does It Make Sense?
7:04 Balance Between Shareholder Expectations and Corporate Policy for Bell Canada
10:35 Breaking Down Apple’s Growth Runaway
14:52 How Is Apple Spending Much Less on AI Than Others?
18:56 Large Capex Levels for Big AI Names
26:15 Understanding Berkshire’s Earnings
33:40 Garmin’s Stunning Quarterly Results
38:05 Potential Benefits of Garmin’s Lumishore Acquisition
In this week's episode, Barry and Ernest cover Apple, Berkshire, Big Techs and Garmin’s recent results. Barry and Ernest, first discuss BCE’s recent acquisition foray into the U.S. and give their take on BCE’s capital allocation policy. Then they move on to review Apple’s and Berkshire’s latest results and discuss the impact of Big Tech spending on capital expenditures. The final discussion focuses on Garmin, whose stock surged over 20% following the release of its Q3 earnings. Barry and Ernest break down what you need to know about Garmin’s evolving business.
