Canadian Inflation Drops Below 3% and Tech Mergers

Canadian Inflation Drops Below 3% and Tech Me...

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Can TELUS’ New CEO Save Investors From a Dividend Cut?

In this news and earnings episode, Simon and Dan break down Canada’s January CPI print and why food inflation still feels painfully high despite softer headline numbers. They dig into TELUS’ rough quarter, the surprise CEO change, and what it means for leverage, dividends, and lo ...  Show more

Braden Returns to Talk CSU and Whether the Market Is Wrong on Software Stocks

Simon and Braden reunite for a throwback 1-on-1 to break down what’s behind the recent “SaaS apocalypse.” They discuss why AI uncertainty is crushing software multiples, how coding agents could reduce seat counts, and where value capture might shift next (subscriptions vs. usage- ...  Show more

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