In this episode, Simon starts by giving props to Braden for one of his bold predictions coming through on the last day of 2024. Simon then goes over the stocks he sold in 2024 and how they’ve performed since he sold each position.
We wrap up the episode with Braden going over the metric he uses the most for screening for companies. He goes over the pros and cons of the metric and why he uses it so often.
Tickers of stocks discussed: AP-UN.TO, ASML, EQIX, HD, SHOP.TO, PSCT, SFTC.TO
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