Episode
Drilling Down on Canadian Energy
- Published
- Nov 25, 2025
- Duration seconds
- 2847
- Processing state
not_requested- Canonical source
- https://podcasters.spotify.com/pod/show/barry532
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Summary
This week, Barry and Ernest review quarterly results for some more names before providing an update on their two favorite Canadian energy names. 0:00- Intro 4:24- TransDigm outlook 10:16- Great capital allocators pivot 14:55- Garmin update 19:33- Brookfield update 24:51- Buffett's pitch for Berkshire stock 29:13- Why we own CNQ 36:43- Tourmaline's business model 39:43- Data center tailwinds for natural gas 42:29- Country-level risk for commodities