Love that Turnaround at Restaurant Brands
0:00: Introduction 1:42: Ernest’s talks about meeting Murray Edwards, Chairman of Canadian Natural Resources 5:05: Murray Edwards’ rant on Canada’s energy policy 7:26: TMX Pipeline expansion is in business; what it means for Canada. 12:22: Natural Gas’ role in electricity demand 14:15: Listening to Mitch Rales on Capital Allocation 19:53: Follow up on Waste Connections 23:38: Feature discussion on Restaurant Brands 31:19: The genius of Patrick Doyle This week’s episode has it all, a meeting with Murray Edwards, a discussion about Canadian Energy and the TMX pipeline, listening to Mitch Rales on capital allocation and culture, a review of Waste Connections recent earnings results and then a feature discussion on Restaurant Brands.