Different Makes A Difference®

Odlum Brown Limited
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Welcome to Different Makes a Difference® where we discuss investment matters that matter to everyday investors. Join Odlum Brown’s equity analysts as we examine pertinent topics in today’s markets and look at things a little differently.   Odlum Brown is an independent Canadian investment firm. We provide integrated wealth management solutions to help clients achieve their financial goals, and we’ve been doing so for over 100 years. Join us for some lessons we’ve learned along the way – that can make a difference for the future.

  1. The Business Behind Clean Water

    5天前

    The Business Behind Clean Water

    While most investors chase the latest market darlings, Equity Analysts Stephen Boland and Cory O'Krainetz discuss Veralto, a little-known but essential name in clean water. A Danaher spinoff with a razor/razor-blade business model, Veralto is deeply embedded in the systems that keep our water clean and our food and pharmaceutical labels trustworthy. Tune in to hear why this mission-critical business, trading well below its historical valuation, is one of the market's under-appreciated long-term opportunities. -- Learn more about the podcast here: https://www.odlumbrown.com/insights/different-makes-a-difference Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.   Odlum Brown is a Member of the Canadian Investor Protection Fund.   Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

    18 分钟
  2. SpaceX: Shooting for the Stars

    6月11日

    SpaceX: Shooting for the Stars

    Equity Analysts Stephen Boland and Steven Zicherman examine SpaceX’s IPO, one of the most anticipated public offerings in a generation, while questioning how the public market might ultimately price it. They highlight two core engines of value beyond launch services: Starlink’s rapidly scaling satellite internet network and its lofty AI ambitions. The result is an imaginative but complex opportunity, rich in possibility, yet highly sensitive to valuation and execution. -- Learn more about the podcast here: https://www.odlumbrown.com/insights/different-makes-a-difference Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.   Odlum Brown is a Member of the Canadian Investor Protection Fund.   Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

    17 分钟
  3. What Kept Us Busy This Quarter

    6月5日

    What Kept Us Busy This Quarter

    In this episode, Equity Analyst Stephen Boland unpacks the biggest themes from first quarter earnings. He covers AI's real-world impact on business workflows, the energy infrastructure buildout underway in Canada, how the conflict in the Middle East is reshaping inflation and consumer resilience, and some of our latest stock recommendations. It's a wide-ranging conversation that connects the macro headlines to what they mean for investors and business leaders right now. -- Learn more about the podcast here: https://www.odlumbrown.com/insights/different-makes-a-difference Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.   Odlum Brown is a Member of the Canadian Investor Protection Fund.   Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

    19 分钟
  4. Being Different: Why We’re Reducing AI Exposure

    5月19日

    Being Different: Why We’re Reducing AI Exposure

    Being different is hard, especially when everyone else is so confident in the consensus. We’ve felt this way before and we’re feeling it again in the popular and optimistic trading around artificial intelligence. In this episode, Chief Investment Officer Murray Leith and Equity Analyst Stephen Boland discuss some of the more controversial trades we’ve made recently and what signals we’re seeing that rhyme with past booms. -- Learn more about the podcast here: https://www.odlumbrown.com/insights/different-makes-a-difference Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.   Odlum Brown is a Member of the Canadian Investor Protection Fund.   Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

    33 分钟
  5. Siding with Hardie: Why the Market is Wrong

    4月28日

    Siding with Hardie: Why the Market is Wrong

    Listen while Equity Analysts Stephen Boland and Cory O'Krainetz make the case for James Hardie Industries. Investor skepticism around a recent acquisition, combined with economic and real estate headwinds, has created an attractive entry point. The pair break down the long-term growth thesis for the company and explain our contrarian view that the selloff may be a great opportunity despite near-term concerns. -- Learn more about the podcast here: https://www.odlumbrown.com/insights/different-makes-a-difference Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.   Odlum Brown is a Member of the Canadian Investor Protection Fund.   Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

    15 分钟
  6. Airbnb: The Accidental Startup That Changed Travel

    4月14日

    Airbnb: The Accidental Startup That Changed Travel

    From humble beginnings in 2007, Airbnb is now a global platform with over five million hosts across 220+ countries. In this episode, we break down the business model and where the company sees its next wave of growth. We also get into the risks: mounting city regulations on short-term rentals, stiff competition and a business that's vulnerable to changes in travel demand. Whether you're a seasoned investor, a curious traveler or just someone who is inspired by a startup that’s become a household name, we think you’ll enjoy this conversation. -- Learn more about the podcast here: https://www.odlumbrown.com/insights/different-makes-a-difference Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.   Odlum Brown is a Member of the Canadian Investor Protection Fund.   Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

    19 分钟
  7. Moody's: Standing Firm in an AI World

    3月31日

    Moody's: Standing Firm in an AI World

    In this episode, Equity Analysts Steve Boland and Trevor Chang make the case that credit rating agency Moody’s Corporation is more resilient to AI disruption than the market believes. With a century of credibility, in a global duopoly, and with deeply embedded proprietary software, Moody’s durable competitive advantages make it difficult to displace. -- Learn more about the podcast here: https://www.odlumbrown.com/insights/different-makes-a-difference Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.   Odlum Brown is a Member of the Canadian Investor Protection Fund.   Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

    14 分钟
  8. Crude Awakening: Canadian Energy's Moment in a Disrupted World

    3月19日

    Crude Awakening: Canadian Energy's Moment in a Disrupted World

    With the ongoing conflict in the Middle East, oil is top of mind. Prices have soared, supply is constrained, and investors are assessing what it all means for the future. Against this turmoil, Canadian producers offer something increasingly scarce: stability. Join Equity Analysts Stephen Boland and Fai Lee as they break down where oil goes from here, how new technologies might impact our thesis, and which Canadian equities are best positioned in this volatility. -- Learn more about the podcast here: https://www.odlumbrown.com/insights/different-makes-a-difference Just as every individual is unique, so are your financial circumstances. Be sure to talk to your professional advisors for advice related specifically to you. Data presented by the host(s) are from sources Odlum Brown believes to be reliable, but their accuracy cannot be guaranteed. Our podcast is for general information purposes for Canadians only, and does not constitute legal, accounting, tax or investment advice. Forecasts, estimates and information on specific securities should not be considered investment advice or a recommendation of any particular security, strategy or investment product. This is not a sales solicitation. The views expressed are those of the presenters and may not reflect the opinions of Odlum Brown.   Odlum Brown is a Member of the Canadian Investor Protection Fund.   Please read our full disclaimer on our website at www.odlumbrown.com/different-makes-a-difference

    20 分钟
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关于

Welcome to Different Makes a Difference® where we discuss investment matters that matter to everyday investors. Join Odlum Brown’s equity analysts as we examine pertinent topics in today’s markets and look at things a little differently.   Odlum Brown is an independent Canadian investment firm. We provide integrated wealth management solutions to help clients achieve their financial goals, and we’ve been doing so for over 100 years. Join us for some lessons we’ve learned along the way – that can make a difference for the future.

信息

  • 创作者
    Odlum Brown Limited
  • 活跃年份
    2025年 - 2026年
  • 单集
    32
  • 分级
    儿童适宜
  • 版权
    © All rights reserved.
  • 节目网站
    Different Makes A Difference®

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