This episode, Barry and Ernest review 2025 including both highlights and lowlights for the markets
and the portfolio.
0:00 - Intro
4:06 - Lowlight 1: The Canadian Dollar
8:09 - Lowlight 2: Constellation Software
17:00 - Lowlight 3: Large M&A
21:50 - What’s nextfor AI
29:03 - Highlight 1: Google’s rebound
34:41- Baskin’s portfolio changes
39:39 - Strong fundamentals
