In this episode of The Canadian Investor Podcast, we break down Rogersâ move to take full control of MLSE and what the rising valuation of professional sports franchises says about scarcity, live sports, and media rights. We also look at the federal governmentâs investment agreement with Teck Resources and why critical minerals are becoming a national security priority.
We then discuss Microsoftâs latest round of layoffs, the paradox of AI-driven growth alongside continued job cuts, and whether big tech is reallocating too aggressively toward AI infrastructure. We also explain the mini-tender offer involving Sun Life, why these offers can be problematic for retail investors, and what shareholders should watch for.
Finally, we cover Strategyâs decision to sell Bitcoin despite Michael Saylorâs long-standing stance, and Nikeâs latest earnings, where the headline numbers looked better than the underlying turnaround story.
Tickers discussed: RCI.B.TO, BCE.TO, TECK-B.TO, MSFT, SLF.TO, MSTR, NKE
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