Simply Sarbit

Larry Sarbit/Darren Coleman/Acme Podcasting Company

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Larry Sarbit is one of Canada's best-known investors with a long-standing reputation of being a patient value investor. Darren Coleman is a respected senior portfolio manager and veteran of the North American wealth management industry. Larry and Darren are also great friends who love to get together to discuss investing. The result is Simply Sarbit!

JAN 13

Chasing Winners

In this episode, Larry and Darren discuss the challenges of active management versus index funds. Larry emphasizes the importance of finding undervalued companies and the pitfalls of group think and short-term performance pressure. He also discusses the historical context of indexing, the inefficiencies of market-cap weighted indexes, and the risks of leveraged ETFs.

41 min
11/11/2025

How Often Is Often Enough?

In this episode, recorded on September 25, 2025, Darren and Larry discuss President Trump's proposal to shift publicly listed companies from quarterly to semi-annual reporting. They debate the pros and cons, with Larry noting that frequent reporting can be a distraction from running the business. Their conversation also emphasizes the importance of thorough company research beyond financial reports.

33 min
09/18/2025

Dividends - An investor’s best friend?

Larry and Darren discuss the importance of dividends in investing, emphasizing their role in long-term wealth accumulation. They highlight the Dividend Aristocrats, companies that have increased their dividends annually for at least 25 years, as a core investment strategy. Historical data shows that from 1960 to 2020, investing in dividend paying companies in the S&P 500 yielded a return of $6.4 million from an initial $10,000 investment, compared to $982,000 by investing in non-dividend payers.

38 min
06/23/2025

The Legacy of Warren Buffett

After leading Berkshire Hathaway for 60 years, Warren Buffett at 94, wiil step down as CEO at year end. On this episode, Larry & Darren discuss all things Buffett.

38 min
05/16/2025

Brother, can you spare a tulip?

Darren and Larry discuss market euphoria and financial bubbles, highlighting historical examples like the Tulip Mania of 1630 and the 2006-2007 housing bubble, and they reference John Kenneth Galbraith's "A Short History of Financial Euphoria" to identify common denominators of financial bubbles.

36 min
04/07/2025

Milton Friedman, I, Pencil & the History of Tariffs

It’s no joke… We recorded this episode on April 1st, just 24 hours before Donald Trump’s Liberation Day. Because of that, Darren and Larry thought it would be wise to discuss the history of tariffs. They also talked about I, Pencil and Milton Friedman’s take on tariffs. And hang in, we will be back soon with updates!

37 min
02/26/2025

Are you a Speculator or an Investor?

In his 2024 annual letter to shareholders, Warren Buffett warned that today's stock market increasingly resembles gambling, with Wall Street profiting while everyday investors chase quick wins through trading apps. As Larry and Darren point out, this creates a big problem... A new type of addict is showing up at Gamblers Anonymous meetings across the country: investors hooked on the market’s riskiest trades.

36 min
02/03/2025

The E.J. Korvette story... go Ferkauf!

There's a lot to be learned, not just from success, but there's a lot to learn from failure and ideally other people's failure. And here's a great example... this business has been gone since the '80s, but was a very successful business from the '50s through to the '80s. This is the story of E.J. Korvette.

35 min
01/09/2025

A is for Apple

As Darren and Larry work their way through analyzing companies in the S&P 500, known as the Magnificent Seven, they stop off at the Apple store and look at this consumer electronics luxury brand.

34 min
12/19/2024

Low Prices – Fast Shipping – Millions of Items

Darren and Larry discuss Amazon as a "wonderful business" using Warren Buffett's criteria. They highlight Amazon's rapid growth from selling books in 1995 to its current dominance, emphasizing Jeff Bezos's long-term vision and customer-centric approach. Amazon's moat includes its extensive distribution network, Prime membership, and innovative services like Kindle and Alexa. They also discuss Amazon's potential in new sectors and its significant influence through lobbying and the Washington Post.

38 min
11/28/2024

Larry knows the Alphabet

Larry and Darren discuss the characteristics of a "wonderful business" using Alphabet as a case study. They highlight the importance of management, trust, and a significant barrier to entry, or "moat." The conversation sets the stage for analyzing other companies in the S&P 500, known as the Magnificent Seven, to understand their investment potential and risks.

33 min
11/14/2024

Introducing Simply Sarbit

On this, our first episode, Darren intoduces you to the wit and wisdom of Larry Sarbit. Larry has a long history as a portfolio manager in Canada managing American equities and now shares some techniques and advice for people on how he's had his extraordinary investment success. There's a huge, lifetime's body of work that he's contributed and we're going to bring that to you. Enjoy!

34 min

12 Episodes

Larry Sarbit is one of Canada's best-known investors with a long-standing reputation of being a patient value investor. Darren Coleman is a respected senior portfolio manager and veteran of the North American wealth management industry. Larry and Darren are also great friends who love to get together to discuss investing. The result is Simply Sarbit!

Creator

Larry Sarbit/Darren Coleman/Acme Podcasting Company
Years Active

2024 - 2026
Episodes

12
Rating

Clean
Copyright

© 2025 The Acme Podcasting Company