Conversations at GFI

(00:00) Intros(01:04) Discussing Booz Allen Hamilton(14:30) Are we at peak Yale endowment allocation?(27:15) Is Uber Investable?(33:30) Our use of A.I. (39:50) DisclaimersEmail us your thoughts and questions at info@gfiic.com!

(00:00) - Opening + Intro(01:11) - Warren Buffett's retirement (05:10) - Decline of alcohol consumption(12:30) - Google's search business decline(24:41) - Ability to say no(31:05) - DisclaimersEmail us any questions at info@gfiic.com

(00:00) Opening + Intro(01:14) Impact of tariffs on global trade(11:53) Trump's territorial ambitions (15:40) U.S. stock market premium(20:05) Staying the course during periods of uncertainty(24:10) U.S. Bitcoin reserve(27:00) Self-dealing in government(30:25) Disclaimers

(00:00) - Disclaimers (01:15) - Selling $AAPL (09:55) - Our favourite topics of 2024 (20:30) - Underperformance of legendary investors like Seth Klarman and David Einhorn. Have any questions or suggestions? Email us at info@gfiic.com!

(00:00) Intro (01:05) Antitrust (05:17) AI's Impact on Investing (15:20) Compensation Plan's Role in Incentivizing Management (25:11) Disclaimers Have any questions? Email us at info@gfiic.com!

(00:00) Intro (01:07) Gel-Mann Amnesia (08:26) Colombian Gold Mine Plunder (16:01) Bell's Challenges and Capital Allocation (26:58) Disclaimers Have any questions or suggestions? Email us at info@gfiic.com!

(00:00) Intro (01:00) Death of Cable Television (06:30) Rogers' Capital Allocation Decision (11:00) Government Mismanagement Email us with any questions at info@gfiic.com!

(00:00) Intro (01:20) Increase in gambling (12:50) Tracking investors we respect (19:32) Alimentation Couche-Tard's acquisition offer for Seven-Eleven (25:45) Disclaimers

Our commentary on NFTs, SPACs, and crypto from our 2021 Q1 Good Quarter: https://www.gfiic.com/wp-content/uploads/GoodQuarter_2021_Q1.pdf (00:00) Opening + intro (01:36) How we met one of our first clients and the power of relationships in life and business. (13:26) The divergence in performance of Canadian banks (24:02) NFTs, crypto, SPACs. Does history always repeat itself with speculative bubbles?

(00:00) Introduction (01:10) The true cost of owning real estate (12:00) Aging as an investor (21:30) Better ways to trade bonds? (30:00) Disclaimer

(00:00) Opening + Intro (01:03) Investing in Fashion Brands (08:30) Real vs Nominal Pricing (17:30) How Dan, Effie and Ram met (31:00) Disclaimers Have any questions? Email us at info@gfiic.com!

(00:00) Opening + Intro (01:00) What personality type makes a good investor? (05:46) Incentives and Results (13:57) Death of TV advertising (22:38) Bonus round: Why do we hold on to stocks that haven't gone up? (26:42) Disclaimers Have any questions? Email us at info@gfiic.com!

Have any questions you want us to discuss on the podcast? Email us at info@gfiic.com.

(00:00) Intro (01:08) What can go wrong with indexing? (11:28) Why do companies provide quarterly guidance? (16:42) Investing lessons from COVID-19 (22:20) Disclaimers Have any questions? Email them to us at info@gfiic.com.

Have any questions you want answered on the podcast? Email us at info@gfiic.com! (00:00) Opening + intro (01:03) Adoption of new technology (09:55) Commingling of investor money with operations of the business in open ended investments. (19:20) Why do investors try to make predictions about the economy? (25:58) Disclaimers

(00:00) Opening + Intro (01:25) Lessons From Charlie and Warren (13:23) Railroads and Utilities (19:20) Capital Allocation (29:32) Disclaimers

To learn more about GFI Investment Counsel, visit www.gfiic.com. (00:00) Opening + intro (01:30) Guess this commodity stock (08:51) Businesses we love but didn't buy (17:31) A.I.'s impact on investing (28:22) Disclaimers

To learn more about GFI Investment Counsel, visit www.gfiic.com. (00:00) Opening (00:42) Introduction (02:40) Boeing and getting blindsided by permanent impairment of earnings power (15:07) Alternative assets and their suitability for individual investors (26:09) Is ESG investing dead? (35:13) Disclaimers