In this episode, Simon and Dan break down the high-profile IPO of CoreWeave, the AI-focused cloud provider that started life as a crypto miner and just delivered the biggest U.S. tech IPO since 2021. They also cover the unfolding PR nightmare at Well Health following US regulatory troubles delaying the release of their financial statements.
They also discuss Lululemon’s Q4 earnings and why the stock to a big hit after the earnings release. They finish the episode by talking about BRP’s continued struggles as the recreation vehicle market slows and give their thoughts on the conservatives’ proposed TFSA top-up for Canadian company investments—its merits, its flaws, and why administration could be a mess.
Ticker of stocks discussed: DOO.TO, LULU, CRWV, WELL.TO
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