Why TELUS International Has Been a Brutal Investment Since its IPO episode artwork

EPISODE · Jun 23, 2025 · 53 MIN

Why TELUS International Has Been a Brutal Investment Since its IPO

from The Canadian Investor · host Braden Dennis & Simon Belanger

In this episode, we dive deep into MicroStrategy—the largest corporate holder of Bitcoin—and explore how Michael Saylor transformed a declining software business into a leveraged Bitcoin vehicle. We look at the company’s aggressive BTC acquisition strategy, its use of convertible debt, and the growing risks tied to its outsized Bitcoin exposure. Then, we shift to Canada and break down the Telus International fiasco. What started as Canada’s largest tech IPO now risks becoming one of the biggest shareholder disappointments, as Telus attempts to buy it back at a fraction of its IPO value.  Tickers of stocks discussed: TIXT.TO, MSTR, GME, TSLA, SQ, XYZ Get your TSX Meetup tickets here! Get your Calgary Meetup Tickets here! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel! Canadian Investor Podcast Network Twitter: @cdn_investing Simon’s twitter: @Fiat_Iceberg Braden’s twitter: @BradoCapital Dan’s Twitter: @stocktrades_ca Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast! Apple Podcast - The Canadian Real Estate Investor  Spotify - The Canadian Real Estate Investor  Web player - The Canadian Real Estate Investor Asset Allocation ETFs | BMO Global Asset Management Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools. Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.See omnystudio.com/listener for privacy information.

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Why TELUS International Has Been a Brutal Investment Since its IPO

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This episode is 53 minutes long.

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This episode was published on June 23, 2025.

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In this episode, we dive deep into MicroStrategy—the largest corporate holder of Bitcoin—and explore how Michael Saylor transformed a declining software business into a leveraged Bitcoin vehicle. We look at the company’s aggressive BTC acquisition...

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