Two Canadian Stocks Deep Dive: One Boring, One Riding the AI Boom

The Canadian Investor by Braden Dennis

Sep 21, 202650:32Business

In this episode, Simon and Dan go deep on two Canadian companies with very different investment stories. Simon breaks down an under-the-radar Canadian compounder with a surprisingly diverse business spanning labels, RFID...

Related Episodes

Continue listening to more episodes from The Canadian Investor.

Lessons From 4 Market Leaders That Destroyed Their Moats

Oct 5, 2026 - 59:51

What causes a dominant company to lose an advantage that once looked almost impossible to disrupt? In thi...

The $1 Trillion AI Spending Boom & the Race to Make It Profitable with Braden Dennis

Oct 3, 2026 - 72:47

The AI spending boom is reshaping much more than the technology sector. In this episode of the Canadian M...

Anthropic Eyes a $2 Trillion IPO While FICO & First Quantum Crash

Oct 1, 2026 - 51:50

In this episode of The Canadian Investor Podcast, Simon and Dan break down a packed week of market news,...

Tier Ranking 12 Discount Retail Stocks From Best to Worst

Sep 28, 2026 - 57:31

Discount retailers are benefiting as consumers increasingly look for value—but not every discount b...

Berkshire Doubles Down on Housing as Investors Pile Into Canadian Stocks

Sep 24, 2026 - 46:40

In this episode, we break down the latest Canadian and U.S. ETF flows, including growing demand for fixed...

The Fed Raises Rates — Will the Bank of Canada Follow?

Sep 19, 2026 - 72:32

Oil, diesel and jet fuel prices are surging, putting renewed pressure on consumers and inflation. Simon a...

Is Adobe Finally Turning a Corner? Dollarama Stays Expensive & Oracle Doubles Down on AI

Sep 17, 2026 - 41:24

In this episode of The Canadian Investor Podcast, Simon and Dan break down the latest earnings and develo...

Why Investing Fashion Stocks Is So Hard: 3 Failures & 3 Comebacks

Sep 14, 2026 - 54:14

Lululemon was once one of the strongest brands in retail. Now comparable sales are falling, guidance has...