Sidecar Strategy: Leveraging Market Structure Asymmetry with Canada’s Top Capital Allocators (Fairfax Financial, Strathcona Resources, E-L Financial, & the Gold Industry)
JUL 27, 2025164 MIN
Sidecar Strategy: Leveraging Market Structure Asymmetry with Canada’s Top Capital Allocators (Fairfax Financial, Strathcona Resources, E-L Financial, & the Gold Industry)
JUL 27, 2025164 MIN
Description
<p>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. </p><p> </p><p><strong>Connect:</strong></p><p>Newcomer Investor on X:<a href="https://twitter.com/NewcomerInvest" target="_blank" rel="ugc noopener noreferrer"> https://twitter.com/NewcomerInvest</a></p><p>Asheef on X: <a href="https://x.com/QualityInvest5" target="_blank" rel="ugc noopener noreferrer">https://x.com/BrownMarubozu</a></p><p>Fiscal AI: my favourite research tool: <a href="https://fiscal.ai/?via=anthony" target="_blank" rel="ugc noopener noreferrer">https://fiscal.ai/?via=anthony</a></p><p> </p><p><strong>Episode Highlights:</strong></p><p>(0:00) - Intro</p><p>(2:18) - Market structure</p><p>(8:25) - Fairfax</p><p>(42:41) - Strathcona Resources & MEG takeover attempt</p><p>(01:22:10) - E-L Financial</p><p>(01:43:00) - Gold industry + Mako Mining, Orla, Franco Nevada</p><p>(02:02:50) - Spotting patterns: great value, great management, + market structure opportunity</p><p>(02:11:15) - July 14th extra segment: Strathcona news + Greenfire Resources</p>
