Label me a Compounder! CCL Industries a company you may not know but should...

Ernest and I, kick off this episode with a discussion about AI and Nvidia as well as stock price volatility, then we move on to talk about the opportunity in Brookfield Corporation. Next we discuss the lacklustre results of the Canadian Banks and then it is our feature discussion...CCL Industries. CCL is the largest label maker in the world and is one of the greatest capital allocators in North America (that you may never heard of). Check out Ernest's blogs on Brookfield and CCL Industries to find out more: https://baskinwealth.com/an-ernest-opinion/a-compounder-thesis-for-brookfield-corporation/ https://baskinwealth.com/blog/great-capital-allocation-makes-a-great-company-ccl-industries/

Om Podcasten

Welcome to the refreshing podcast that focuses exclusively on Long-Term Investing and how to grow your wealth. This podcast features in-depth discussions on quality businesses, great capital allocators and compounders. Show hosts, Barry Schwartz and Ernest Wong, are industry professionals with years of experience and each week they will bring you an exciting conversation that filters out the noise and gets to the heart of what really matters for Long-Term Investors.