Newcomer Investor

Newcomer Investor
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Newcomer Investor

🎙️ Welcome to the Newcomer Investor Channel! Here, we dive deep into the stories behind exceptional businesses and make investing fun and accessible — for everyone. Whether you’re a beginner or a seasoned investor, this podcast is designed to inspire, educate, and entertain as we explore the world of investing together. Plus, we’re sometimes joined by incredible guests and experts who share their unique insights! Connect: X: @NewcomerInvest Email: iamthenewcomerinvestor@gmail.com Finchat: My FAVOURITE finance tool: https://finchat.io/?via=anthony

  1. Investing in China: A Conversation with AJ Button

    16 HR. AGO

    Investing in China: A Conversation with AJ Button

    Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! In this episode, I am joined by AJ Button for a conversation on China. Links: Newcomer Investor on X:⁠⁠ ⁠⁠https://twitter.com/NewcomerInvest⁠⁠⁠⁠ Newcomer Investor Email: ⁠⁠iamthenewcomerinvestor@gmail.com AJ Button on X: https://x.com/AJButton2 Get a 15% discount on my FAVOURITE Financial Research tool: https://finchat.io/?via=anthony Episode Highlights: (0:00) - Introducing AJ Button (2:10) - Is China investable? Analyzing the risks and benefits. (16:00) - Alibaba (27:00) - PDD Holdings (34:40) - Postal Savings Bank of China (41:43) - Why AJ purchased more Brookfield Corporation Please note, this conversation was recorded on January 12th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed. And remember that nothing here is financial advice!

    45 min

  2. JAN 2

    Reflections on 2024 + 5 Stocks to Watch in 2025

    Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! Please note: this podcast is not financial advice. I’m not telling you what to do… just sharing what I do! Connect: Newcomer Investor on X: ⁠https://twitter.com/NewcomerInvest⁠ Newcomer Investor Email: ⁠iamthenewcomerinvestor@gmail.com⁠ Timestamps: (0:00) - Intro (0:28) - Market (2:10) - Portfolio strategy changes over the years (14:14) - Plans for 2025 (18:10) - 5 stocks to watch in 2025

    32 min
  3. Fairfax Financial: Canada's Hidden Gem

    11/05/2024

    Fairfax Financial: Canada's Hidden Gem

    Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone! In this episode, I am joined by Asheef Lalani for an in-depth analysis of Fairfax! Please note, this conversation was recorded on November 4th. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed. And remember that nothing here is financial advice Connect: Newcomer Investor on X:⁠ ⁠⁠https://twitter.com/NewcomerInvest⁠⁠⁠ Newcomer Investor Email: ⁠⁠iamthenewcomerinvestor@gmail.com⁠⁠ Asheef on X: https://x.com/BrownMarubozu Episode Highlights: (0:00) - Intro (1:45) - Asheef’s career in finance (5:00) - Asheef’s investing style (7:50) - The evolution of markets (18:45) - Fairfax - what do they do? what is a p&c business?  Who is Prem Watsa? What is the Fairfax culture? (27:20) - Fairfax’ largest stock: Eurobank (29:45) - Understanding Fairfax’ valuation and some of its “hidden” components (36:45) - Breaking down Fairfax’ insurance business (41:55) - Downside protection (47:27) - The float!!! (49:20) - Global diversification (53:25) - Fairfax India (1:05:20) - Book value - comparison with Intact (1:08:00) - genius move: Fairfax’ Total Return Swaps (1:12:50) - catalyst: Fairfax’ potential inclusion into the TSX 60 (1:19:00) - How all Fairfax segments come together  (1:20:30) - Brookfield & Fairfax similarities (1:22:00) - Fairfax vs Fairfax India (1:26:00) - Fairfax Stock: Strathcona Resources (1:43:00) - Mako Mining and execution risks (1:47:00) - Fairfax recent acquisitions: Sleep Country Canada and Peak Achievement (1:58:45) - Fairfax stock’s exceptional return (2:00:00) - Stock splits (2:08:45) - Why some people choose to avoid Fairfax (and Brookfield!) (2:12:30) - How Prem treats people (2:17:00) - Asheef’s advice to investors

    2h 19m
  4. The Art of Quality Investing: A Conversation With Aria

    10/24/2024

    The Art of Quality Investing: A Conversation With Aria

    Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone!   In this episode, I chat with Aria, a brilliant investing Youtuber. We discuss his investing strategy and his perspective on a range of stocks. Please note, this conversation was recorded on October 19th. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed. Connect: Newcomer Investor on X: ⁠⁠https://twitter.com/NewcomerInvest⁠⁠ Newcomer Investor Email: ⁠⁠iamthenewcomerinvestor@gmail.com⁠⁠ Aria on X: https://x.com/QualityInvest5 Aria on Youtube: https://www.youtube.com/@QualityInvest5 ASML Video: https://www.youtube.com/watch?si=FX-MEIr05aOR9Nc4&v=fK9cEhR07-c&feature=youtu.be Salesforce Video: https://www.youtube.com/watch?si=Kp2Tv6KxAyQ0QuoF&v=WKYZV3gOyeU&feature=youtu.be Episode Highlights: (0:00) - Intro (1:00) - Who is Aria + his beginnings in investing (3:00) - Mastercard (13:15) - ASML (30:00) - Salesforce (44:20) - Amazon (53:20) - Google (1:01:45) - Uber (1:06:00) - Rapid fire questions (1:10:00) - Newcomer elevator pitch on Brookfield (1:23:00) - Amazon (again) - sum of parts valuation (1:25:00) - Aria’s advice for new investors

    1h 27m
  5. Financial Freedom Through Dividends: A Conversation With Nelson Smith

    10/18/2024

    Financial Freedom Through Dividends: A Conversation With Nelson Smith

    Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone!   In this episode, I chat with Nelson Smith, founder of the Canadian Dividend Investing Newsletter, and one of my favourite people in the FinTwit space! We discuss his investing strategy and his perspective on a range of stocks. Please note, this conversation was recorded on October 16th. As a result, any references to  specific future dates/events in the episode may refer to a time that has already passed. Connect: Newcomer Investor on X: ⁠https://twitter.com/NewcomerInvest⁠ Newcomer Investor Email: ⁠iamthenewcomerinvestor@gmail.com⁠ Nelson on X: https://x.com/CDInewsletter Subscribe to the Canadian Dividend Investing Newsletter: https://canadiandividendinvesting.beehiiv.com/ Episode Highlights: (0:00) - Intro (1:00) - Who is Nelson?  (4:30) - Nelson’s investing style (6:22) - TD’s $3B fine and asset cap (13:20) - Canadian Big 6 Banks (17:50) - EQB (26:05) - American banks (28:25) - A&W (38:50) - Restaurant Brands International (Tim Hortons, Burger King, Popeyes, Firehouse Subs) (46:30) - McDonald’s (51:30) - Yum Brands (54:20) - Alimentation Couche-Tard (1:00:00) - Parkland Fuels (1:06:50) - How will EVs affect the convenience industry??? (1:09:00) - Nutrien (1:14:00) - Dollarama (1:20:00) - Rogers Sugar (1:23:00) - Grupo Aeroportuario (1:26:00) - Polaris Infrastructure (1:31:00) - Why no Asia/Europe stocks? Why so many holdings? Why no ETFs? Favourite/best stock ever?

    1h 41m
  6. Mahima Poddar - EQ Bank: Canada's Challenger Bank

    09/27/2024

    Mahima Poddar - EQ Bank: Canada's Challenger Bank

    Welcome to the Newcomer Investor Channel, where we uncover the story behind great businesses and make investing accessible and fun for everyone!   In this episode, I chat with Mahima Poddar, Senior Vice-President and Group Head, Personal Banking at EQ Bank. We explored EQ Bank’s innovative Challenger mindset, their cutting-edge products, and how they are reshaping banking to better serve Canadians with smarter, more efficient solutions. Please note, this conversation was recorded on September 12th. As a result, any references to  specific future dates/events in the episode may refer to a time that has already passed. Connect: Newcomer Investor on X: https://twitter.com/NewcomerInvest Newcomer Investor Email: iamthenewcomerinvestor@gmail.com Follow EQ Bank on X: ⁠https://x.com/eqbank Sign up for an EQ Bank Account using my referral: join.eqbank.ca/?code=ANTHONY5814 Sign up for a Small Business Account: https://www.eqbank.ca/business/business-banking/business-account Episode Highlights: (0:00) - Introduction (1:24) - Introducing Mahima (2:52) - The Challenger Bank Mindset (5:00) - Building the EQ Bank Brand - early challenges and victories  (9:37) - EQ Bank’s product differentiation compared to the Big 6 (18:45) - Who are EQ Bank’s customers? + customer acquisition/retention strategy (22:00) - Second Chance campaign with Eugene and Dan Levy (25:00) - The benefits of technology (27:45) - Open banking (30:45) - The Branch vs Branchless debate  (34:25) - Anthony and Mahima’s bank customer experience anecdotes (35:55) - What Mahima is excited about in the years ahead for EQ Bank (38:35) - Post-conversation debrief

    43 min

  7. 07/27/2024

    A Journey Into Brookfield World - Jan-Jul 2024 [EP. 85]

    Welcome to the Newcomer Investor Channel!  I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠

    19 min

  8. 04/12/2024

    Meet Tom, the Savings Captain! [EP. 80]

    Welcome to the Newcomer Investor Channel!  I love to chat about great businesses with awesome people. Please note: this podcast is not financial advice. I'm not telling YOU what to do... I'm just sharing what I do! FOLLOW TOM THE SAVINGS CAPTAIN: Twitter: https://twitter.com/SavingsCaptain His podcast: https://open.spotify.com/show/2zjNi99LEYHMwOpEbqensL?si=10af4fc815444870 Newcomer Investor on Twitter: https://twitter.com/NewcomerInvest Subscribe on Youtube: https://www.youtube.com/@newcomerinvestor/featured Email me at ⁠iamthenewcomerinvestor@gmail.com⁠  TIMESTAMPS (1:28)- Tom’s introduction; life; investing methods; long term thinking & compounding vs trading & “beating the market”;how  every stock plays a role in portfolio (12:25) - Coca-Cola $KO (23:29) - Starbucks $SBUX (33:15) - Walmart $WMT (and a side of Costco, Smartcentres, Loblaws, Alimentation Couche-Tard) (43:12) - Tesla & Elon Musk (58:15) - International stocks - why Tom’s portfolio is 100% USA, and the ONE emerging country he would potentially be interested  (1:05:00) - Tom’s ETFs and allocation + some commentary on VTI, SCHD (1:10:00) - Tom’s strategies depending on market situations, crashes; investing psychology; approach to risk (1:15:00) - Musings on potentially risky stocks - $SOFI & the semi-conductor hype (1:19:00) - Disney $DIS (1:22:00) - One final piece of advice for investors

    1h 26m
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Ratings & Reviews

5
out of 5
2 Ratings

About

🎙️ Welcome to the Newcomer Investor Channel! Here, we dive deep into the stories behind exceptional businesses and make investing fun and accessible — for everyone. Whether you’re a beginner or a seasoned investor, this podcast is designed to inspire, educate, and entertain as we explore the world of investing together. Plus, we’re sometimes joined by incredible guests and experts who share their unique insights! Connect: X: @NewcomerInvest Email: iamthenewcomerinvestor@gmail.com Finchat: My FAVOURITE finance tool: https://finchat.io/?via=anthony

Information

  • Creator
    Newcomer Investor
  • Years Active
    2023 - 2025
  • Episodes
    19
  • Rating
    Explicit
  • Copyright
    © Newcomer Investor
  • Show Website
    Newcomer Investor

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