Drilling Down on Canadian Energy

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