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Sidecar Strategy: Leveraging Market Structure Asymmetry with Canada’s Top Capital Allocators (Fairfax Financial, Strathcona Resources, E-L Financial, & the Gold Industry)

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Manage episode 496874788 series 3449815
Content provided by Newcomer Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Newcomer Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to the Newcomer Investor Channel! In this episode, I chat once again with Asheef Lalani, an incredible Toronto-based investor. Please note, this conversation was recorded on July 8th and on July 14th 2025. 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

Asheef on X: ⁠⁠⁠https://x.com/BrownMarubozu

Fiscal AI: my favourite research tool: ⁠⁠https://fiscal.ai/?via=anthony⁠⁠

Episode Highlights:

(0:00) - Intro

(2:18) - Market structure

(8:25) - Fairfax

(42:41) - Strathcona Resources & MEG takeover attempt

(01:22:10) - E-L Financial

(01:43:00) - Gold industry + Mako Mining, Orla, Franco Nevada

(02:02:50) - Spotting patterns: great value, great management, + market structure opportunity

(02:11:15) - July 14th extra segment: Strathcona news + Greenfire Resources

  continue reading

27 episodes

Artwork
iconShare
 
Manage episode 496874788 series 3449815
Content provided by Newcomer Investor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Newcomer Investor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Welcome to the Newcomer Investor Channel! In this episode, I chat once again with Asheef Lalani, an incredible Toronto-based investor. Please note, this conversation was recorded on July 8th and on July 14th 2025. 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

Asheef on X: ⁠⁠⁠https://x.com/BrownMarubozu

Fiscal AI: my favourite research tool: ⁠⁠https://fiscal.ai/?via=anthony⁠⁠

Episode Highlights:

(0:00) - Intro

(2:18) - Market structure

(8:25) - Fairfax

(42:41) - Strathcona Resources & MEG takeover attempt

(01:22:10) - E-L Financial

(01:43:00) - Gold industry + Mako Mining, Orla, Franco Nevada

(02:02:50) - Spotting patterns: great value, great management, + market structure opportunity

(02:11:15) - July 14th extra segment: Strathcona news + Greenfire Resources

  continue reading

27 episodes

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