EPISODE · Jul 27, 2025 · 2H 44M
Sidecar Strategy: Leveraging Market Structure Asymmetry with Canada’s Top Capital Allocators (Fairfax Financial, Strathcona Resources, E-L Financial, & the Gold Industry)
from Newcomer Investor · host Newcomer Investor
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/NewcomerInvestAsheef on X: https://x.com/BrownMarubozuFiscal 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
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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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