Newcomer Investor

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/NewcomerInvest⁠⁠⁠⁠⁠⁠Asheef on X: ⁠⁠⁠⁠https://x.com/BrownMarubozu⁠Fiscal AI: my favourite research tool: ⁠⁠⁠https://fiscal.ai/?via=anthony⁠⁠⁠Quick 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/NewcomerInvest⁠⁠⁠⁠⁠Asheef on X: ⁠⁠⁠https://x.com/BrownMarubozuFiscal 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/NewcomerInvest⁠⁠⁠⁠Aria on X: ⁠⁠https://x.com/QualityInvest5⁠⁠Aria 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/index⁠Get 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/NewcomerInvest⁠Newcomer Investor Email: ⁠[email protected]⁠Get a 15% discount on Finchat, my FAVOURITE Financial Research tool: ⁠https://finchat.io/?via=anthonyTimestamps:(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)