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Episode Info:

In this episode David Barr sits down with Amar Pandya, Senior Investment Analyst and Associate Portfolio Manager, to discuss the Canadian equity market. They discuss the opportunities, mis-priced securities and compounders vs close the discount businesses.

They talk about their approach to the energy sector and also the unknowable risks that keep them up at night. Throughout they highlight various portfolio holdings as they discuss where they see growth in Canadian compounders today.

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