why does the Mag 7 represent 30% of the index. Oh yeah, they make buckets of money.

Flatt flexing $BN

Flatt telling you, I will make you rich. $BN

Promised land here. $BN

Never bet against those that dare to dream huge. $BN

I think you will enjoy our latest podcast. Topics: Finding Quality in Canadian Banks Pillars of Quality Update on Couche -Tard Why US markets outperform Problems with lower quality investments Tourmaline Oil Apple: podcasts.apple.com/ca/podcast/fin… Spotify: open.spotify.com/episode/1N2SEh…

YouTube version here youtu.be/vboexHQRkbI?si…

friendly reminder that you are not a genius when markets are at all time highs.

$BAM guiding for 15% a year dividend growth over the next 5 years. To achieve this, BAM is looking to double its fee bearing capital by 2029 by fundraising for its flagship funds, adding new products in Transition, Private Credit, Private Equity and Insurance.

$BN / $BAM super excited about its Wealth Solutions business. This is the insurance arm where it feels in the next 5-6 years it could be managing upwards of $300B and looking to get a 2% spread. If successful, this could be a $25-30B USD market cap business in 5-6 years.

Restaurant Brands confident it will hit its long-term targets even with a tougher consumer. Feels it can cut some fat out if consumer doesn't rebound. Shoots down any Papa John acquisition rumours in near-term. Will focus on its expanding its dividend. $QSR

Tame inflation makes market valuations roar

There may be better allocators but are there any better businesses out there than: Moody's S&P Global MSCI Visa MasterCard Fico I'll wait

Stock go up but they really go up when inflation falls.

Met a guy today on the golf course that is 50% AI and 50% gold. I guess when the Terminator robots take over at least he can throw his gold bars at them.

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We are going to get another housing boom very soon here in 🇨🇦