EPISODE · Jul 24, 2025 · 16 MIN
EP 30 | Q2 2025 Quarterly Letter
from Avenue Insights · host Bill Harris, Bryden Teich
Read the quarterly letter: https://avenueinvestment.com/insights/quarterly-letters/q2-2025-quarterly-letter/Visit our website: https://avenueinvestment.com/Check out our other insights: https://avenueinvestment.com/insights/Subscribe to the AIM YouTube Channel: https://www.youtube.com/@avenueinvestmentmanagement9557»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»»All material is Avenue’s intellectual property. No portion of this presentation may be published, reproduced, transmitted, or rebroadcast in any media in any form without the permission of Avenue Investment Management.
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What this episode covers
In this episode Bill Harris and Bryden Teich discuss the Avenue Q2 Quarterly Letter, famed investor Warren Buffett, detecting high quality businesses, and understanding capital intensity. With examples like Bell Canada, Constellation Software, and See’s Candy.
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EP 30 | Q2 2025 Quarterly Letter
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