Newcomer Investor
Newcomer Investor
Recent Episodes
Welcome to the Newcomer Investor Channel! In this episode, I chat once again with Asheef Lalani, an incredible Toronto-based investor. Please note, this conversation was recorded on September 29th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed.
Disclaimer: The content in this episode is for informational purposes only and should not be interpreted as financial advice. Please consult a qualified professional before making any investment decisions.
Connect:
Newcomer Investor on X: https://twitter.com/NewcomerInvest
Asheef on X: https://x.com/BrownMarubozu
Fiscal AI: my favourite research tool: https://fiscal.ai/?via=anthony
Quick note: At 2:40, it was stated that the SCR offer was 80% cash and 20% stock — please note this is reversed.
Welcome to the Newcomer Investor Channel! In this episode, I chat once again with Asheef Lalani, an incredible Toronto-based investor. Please note, this conversation was recorded on July 8th and on July 14th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed.
Connect:
Newcomer Investor on X: https://twitter.com/NewcomerInvest
Asheef on X: https://x.com/BrownMarubozu
Fiscal AI: my favourite research tool: https://fiscal.ai/?via=anthony
Episode Highlights:
(0:00) - Intro
(2:18) - Market structure
(8:25) - Fairfax
(42:41) - Strathcona Resources & MEG takeover attempt
(01:22:10) - E-L Financial
(01:43:00) - Gold industry + Mako Mining, Orla, Franco Nevada
(02:02:50) - Spotting patterns: great value, great management, + market structure opportunity
(02:11:15) - July 14th extra segment: Strathcona news + Greenfire Resources
Welcome to the Newcomer Investor Channel! In this episode, I chat once again with Aria, a brilliant investing Youtuber. We discuss his investing strategy and his perspective on a range of stocks. Please note, this conversation was recorded on July 6th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed.
Connect:
Newcomer Investor on X: https://twitter.com/NewcomerInvest
Aria on X: https://x.com/QualityInvest5
Aria on Youtube: https://youtu.be/0Xd2YcfkKRE?feature=shared
Fiscal AI: my favourite research tool: https://fiscal.ai/?via=anthony
Episode Highlights:
(0:00) - Introduction
(2:24) - Mastercard
(5:00) - Fiserv
(20:00) - Salesforce
(29:00) - Transmedix
(37:30) - Hims & Hers
(42:20) - Uber, Tesla, Waymo & the future of AVs
(58:50) - ASML
(01:03:50) - Google
Welcome to the Newcomer Investor Channel, where we uncover the story behind wonderful businesses! In this episode, I chat with Olivia Evans, Director, Corporate Development & Investor Relations at KITS Eyecare, about how the company is reshaping the optical industry. We discuss their business model, customer loyalty, and how KITS stays competitive in a fast-changing market.
Please note: this conversation was recorded on May 13th 2025. Any future references reflect the time of recording.
Connect:
Email: [email protected]
Check out KITS: https://www.kits.ca/index
Get a 15% discount on Finchat, my FAVOURITE Financial Research tool: https://finchat.io/?via=anthony
Timestamps:
(0:50) - Introducing Olivia Evans
(1:55) - What is KITS?
(2:55) - What differentiates KITS in the optical category?
(05:26) - Customer loyalty & retention, NPS
(6:55) - Millennial customer segment
(8:22) - Cost structure
(11:11) - KITS reverse-engineered the optical industry
(12:05) - KITS internal targets for revenues & margins in the medium term and long term
(13:48) - Highlights from KITS Q1 2025 results
(15:08) - TELUS Health & other recent insurance partnerships for KITS
(18:25) - Does KITS have a moat? How do they view competition?
(22:00) - How KITS continues to grow its recurring revenue streams: Autoship & KITS+
(24:40) - How to keep employees aligned with the mission in a growing and changing company
(27:10) - Olivia’s message for the investing community
(29:05) - Olivia’s favourite KITS design
(30:41) - Anthony post-conversation
Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone!Please note: this podcast is not financial advice. I’m not telling you what to do… just sharing what I do!
Connect:Newcomer Investor on X: https://twitter.com/NewcomerInvest
Newcomer Investor Email: [email protected]
Get a 15% discount on Finchat, my FAVOURITE Financial Research tool: https://finchat.io/?via=anthony
Timestamps:
(0:00) - Intro
(00:58) - Broad thoughts on investing in the age of uncertainty and tariffs
(6:34) - What I bought since “Liberation Day”
(7:50) - YTD returns (as of April 13th)