đď¸ Welcome to the Newcomer Investor Channel! Here, we dive deep into the stories behind exceptional businesses and make investing fun and accessible â for everyone. Whether youâre a beginner or a seasoned investor, this podcast is designed to inspire, educate, and entertain as we explore the world of investing together. Plus, weâre sometimes joined by incredible guests and experts who share their unique insights!
Connect:
X: @NewcomerInvest
Email: iamthenewcomerinvestor@gmail.com
Finchat: My FAVOURITE finance tool: https://finchat.io/?via=anthony
Strathcona Resources, MEG Energy, Cenovus & Fairfax Update!
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 September 29th 2025. As a result, any references to specific future dates/events in the episode may refer to a time that has already passed.
Disclaimer: The content in this episode is for informational purposes only and should not be interpreted as financial advice. Please consult a qualified professional before making any investment decisions.
Connect:
Newcomer Investor on X:â â â â â â https://twitter.com/NewcomerInvestâ â â â â â (https://twitter.com/NewcomerInvest)
Asheef on X: â â â â https://x.com/BrownMarubozuâ (https://x.com/QualityInvest5)
Fiscal AI: my favourite research tool: â â â https://fiscal.ai/?via=anthonyâ â â (https://fiscal.ai/?via=anthony)
Quick note: At 2:40, it was stated that the SCR offer was 80% cash and 20% stock â please note this is reversed.
27 Jul 2025
Sidecar Strategy: Leveraging Market Structure Asymmetry with Canadaâs Top Capital Allocators (Fairfax Financial, Strathcona Resources, E-L Financial, & the Gold Industry)
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:â â â â â https://twitter.com/NewcomerInvestâ â â â â (https://twitter.com/NewcomerInvest)
Asheef on X: â â â https://x.com/BrownMarubozu (https://x.com/QualityInvest5)
Fiscal AI: my favourite research tool: â â https://fiscal.ai/?via=anthonyâ â (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
12 Jul 2025
Quality Investing With Aria: Part 2
Welcome to the Newcomer Investor Channel! In this episode, I chat once again with Aria, a brilliant investing Youtuber. We discuss his investing strategy and his perspective on a range of stocks. Please note, this conversation was recorded on July 6th 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:â â â â https://twitter.com/NewcomerInvestâ â â â (https://twitter.com/NewcomerInvest)
Aria on X: â â https://x.com/QualityInvest5â â (https://x.com/QualityInvest5)
Aria on Youtube: â https://youtu.be/0Xd2YcfkKRE?feature=sharedâ (https://youtu.be/0Xd2YcfkKRE?feature=shared)
Fiscal AI: my favourite research tool: â https://fiscal.ai/?via=anthonyâ (https://fiscal.ai/?via=anthony)
Episode Highlights:
(0:00) - Introduction
(2:24) - Mastercard
(5:00) - Fiserv
(20:00) - Salesforce
(29:00) - Transmedix
(37:30) - Hims & Hers
(42:20) - Uber, Tesla, Waymo & the future of AVs
(58:50) - ASML
(01:03:50) - Google
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
YouTube views
11,549
Score snapshot 15 Sept 2025
Apple Podcasts (US)
5.0 / 5
2 ratings
Spotify
5.0 / 5
42 ratings
Podcast Authority Score: 65 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
80
Social presence
0
YouTube
76
Engagement
51
Contact Newcomer Investor
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of Newcomer Investor?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
