The Trevor Rose Podcast

Welcome back to the rose bros podcast.This episode, we are joined by Dr. George Athanassakos - Professor of Finance and the Ben Graham Chair in Value Investing at Ivey Business School. Dr. Athanassakos is the Founder & Managing Director of The Ben Graham Centre for Value Investing, and the Founder and Managing Director of the Center for the Advancement of Value Investing Education. Dr. Athanassakos has a BA from The School of Industrial Studies of Thessalonica, Greece, and a MA, MBA & PhD in Finance from York University. Dr. Athanassakos is also a Fellow of the Quality Shareholder Initiative at the Law School of George Washington University in Washington, DC.Dr. Athanassakos has been ranked among the top 10 researchers in Canada by research published in Financial Management and among the top 10 Canadian professors by the Globe and Mail. He is also the author of a new book titled Value Investing: From Theory to Practice – A Guide to the Value Investing Process, which aims to teach students the fundamentals of value investing. The book has received strong praise from fellow value investors including billionaire Prem Watsa, and is available for purchase at the Western University bookstore. We sat down for a smooth cup of rose bros coffee and discussed  Dr. Athanassakos' new value investing book, principles for success in investing, the problems with EMT, choosing a profession that aligns with your character, lessons from meeting Warren Buffett & character traits of successful investors.Also, the full video of this episode is available on YouTube, so check out the rose bros channel, and if you enjoyed it, subscribe to the channel.Also, this week's podcast was brought to you by Rundle Eco Services.Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.Enjoy!Support the show

Welcome back to the rose bros podcast.This episode we are joined by John Brussa – partner & chair of the BD & P Law.In addition to being known for co-creating the $100 Billion energy income trust market, Mr.Brussa has been a partner of Burnet, Duckworth & Palmer LLP since 1987. Mr. Brussa obtained a Bachelor of Arts degree from the University of Windsor in 1978 and a Bachelor of Laws degree, with Gold Medalist distinction, from the University of Windsor in 1981. He articled with Burnet, Duckworth & Palmer LLP and was admitted to the Law Society of Alberta in June, 1982.He is also a board member of numerous companies including Cardinal Energy Ltd., Crew Energy Inc. (Chairman), Crown Capital Partners Inc., Coelacanth Energy & Titanium Corporation Inc.John also contributions to many organizations including Haskayne School of Business, Calgarians Committed to Change Cabinet, RESOLVE Campaign & Calgary Homeless Foundation.We sat down for a smooth cup of rose bros coffee and discussed the story of how the energy incomes trusts were created and then destroyed, becoming a consigliere to business leaders, the importance of creating value for shareholders and why to bet against the crowd.Also, the full video of this episode is available on YouTube, so check out the rose bros channel, and if you enjoyed it, subscribe to the channel!Also, this week's podcast was brought to you by Rundle Eco Services.Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.Enjoy!Support the show

Hello and welcome back to episode #91 of the rose bros podcast!This episode we are joined by Rob Zakresky, CEO of Coelacanth Energy.Coelacanth Energy (SEE-luh-kanth), is a pure-play Montney growth company with a land base of ~100,000 acres located in the Two Rivers area of northeastern British Columbia.The company plans to expand production from ~400 to 25,000boe/d over the next 4 years, and began trading on the TSXV on June 20, 2022.Coelacanth is Rob’s 7th energy company after his last company, Leucrotta Exploration sold to Vermilion Energy for approximately $500,000,000. Rob also graduated from the University of Alberta, and trained as an accountant before beginning his entrepreneurial career in the energy industry.We sat down for a smooth cup of rose bros coffee and discussed avoiding dumb things in business, operating through all energy cycles, starting another energy company, energy security, & why there’s still opportunity in Western Canadian Energy. Also, this week's podcast was brought to you by Rundle Eco Services.Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.Enjoy!Support the show

Hello and welcome back to the rose bros podcast!This episode we are joined by Shubham Garg, CEO & founder of White Tundra Investments.Shubham graduated from the University of Alberta, and has combined his petroleum engineering education with boots on the ground experience into White Tundra Investments - a mid-seven figure portfolio focused on undervalued Canadian Oil & Gas E&P's. White Tundra operates on a concentrated model with 30-60% of the portfolio invested in one leveraged high-torque equity, 30-60% on a basket of low-growth cash-flow generating equities, and 10% on high potential small-cap and junior companies with unique technology, excellent operational performance and strong management teams. White Tundra is also Shubham’s next step in sharing his knowledge and simplifying Oil & Gas investing in order to attract more interest in the sector from those employed in our industry, retail investors, millennials, and ESG-focused investors.We sat down for a smooth cup of rose bros coffee and discussed starting an energy fund, surging energy demand, why energy valuations are historically cheap, & why it’s a commodity bull market. Also, this episode is also available on YouTube, so if you enjoyed the conversation, subscribe to the rose bros channel – it will go a long way to helping the show.Also, this week's podcast was brought to you by Rundle Eco Services.Looking for a way to recycle your frac pond and pit liners used in the oil and gas industry?Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.Enjoy!Support the show

Welcome  back to the rose bros podcast!This episode we are joined by Danielle Smith.Danielle Smith is a politician, journalist, business owner, podcast host & former leader of the Wild Rose Party from October 2009 to December 17, 2014.As leader of the Wild Rose Party, Danielle was instrumental in the parties growth as one that lacked official party status, to one that formed the official opposition within three years.Prior to being elected leader of the Wildrose Party, Danielle was the director of provincial affairs for Alberta with the Canadian Federation of Independent Business.Danielle attended the University of Calgary and earned a Bachelor of Arts in English & Economics. She married her husband, David Moretta in 2006 and together they own and operate The Whistle Stop Diner, a fully renovated 1940s rail dining car.Danielle has also re-launched the The Danielle Smith Show on Western Standard Online, as she seeks the United Conservative Party (UCP) nomination in Livingstone-Macleod against incumbent MLA Roger Reid.We sat down for a smooth cup of rose bros coffee and among many things, discussed making a comeback in politics, the future of Alberta’s economy including crypto & carbon capture, saying yes to business and attracting new investment, saving for a rainy day and a lot more.Also, this episode is also available on YouTube, so if you enjoyed the conversation, subscribe to the rose bros channel – it will go a long way to helping the show.Also, this week's podcast was brought to you by Rundle Eco ServicesLooking for a way to recycle your frac pond and pit liners used in the oil and gas industry?Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today.Enjoy!Support the show

Hello and welcome back to the rose bros podcast!This episode we are joined by Audrey Mascarenhas – CEO of Questor Tech, for another edition of the Rundle Eco-Cap series - where the idea is to explore companies making a profit, while also giving back to the environment. Questor is a clean technology company listed on the Toronto Stock Exchange with a market cap of around $40MM.Questor provides technology to reduce pollution emissions, maximize data and increase energy efficiency. In simple terms, Questor provides hardware to industrial applications in order to cleanly combust waste gas streams (Methane), that otherwise would be flared into the atmosphere.This reduction in emissions helps reduce harm to the environment, and protects people from breathing in these harmful gasses that often contain carcinogenic properties.    Audrey also holds a Bachelor’s degree in Chemical Engineering from the University of Toronto and a Master’s Degree in Petroleum Engineering from the University of Calgary. She is a fellow of the Canadian Academy of Engineers, served as a distinguished lecturer with the Society of Petroleum Engineers, is a member of the Schulich Industry Engineering Advisory Council, and currently chairs the Canadian federal government clean technology strategy table.We sat down for a smooth cup of rose bros coffee and among many things, discussed creating social license and why its good for business, how methane reduction is important for the environment & pragmatic clean tech solutions.   Also, this episode is also available on YouTube, so if you enjoyed the conversation, subscribe to the rose bros channel – it will go a long way to helping the show.Also, this week's podcast was brought to you by Rundle Eco ServicesLooking for a way to recycle your frac pond and pit liners used in the oil and gas industry?Rundle collects and processes liners using an environmentally friendly system, leaving a clean environmental footprint. The end use of these liners are shredded and processed into pellets that then can be extruded into various forms of usable plastic products including furniture, various building materials, industrial packaging etc.Checkout rundleco.com for more details on how you can recycle your industrial pond and pit liners today!Support the show

Welcome back to the rose bros podcast.This episode we are joined by Jamie Murray, head research and portfolio manager at the Murray Wealth Group.The Murray Wealth Group has grown from $70,000,000 under management to $250,000,000, and focuses on delivering high performance/low fee investment management to Canadian clients. MWG offers two different investment products including the Income Growth Fund - a long only portfolio consists of ~35 income oriented securities, and the Global Equity Growth Fund – a portfolio consisting of ~40 stocks, the majority of which are best-in-class global companies. You can also find Jamie regularly commenting on BNN Market Call,  where he provides opinions on investing and the markets in general.We sat down for a smooth cup of rose bros coffee and discussed the importance of building financial acumen, the psychology of investing, where interest rates are going, & why optimism is important in investing.  Also, this episode is also available on YouTube, so if you enjoyed the conversation, subscribe to the rose bros channel – it will go a long way to helping the show.Also, this week's podcast was brought to you by A1 Media. Looking to grow your business online? A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast. Let A1 help tell your entrepreneurial story and reach millions of new customers. Check out a1dev.ca today for more details on how you can grow your business.Enjoy!Support the show

Welcome back to the rose bros podcast!This episode we are joined by Phil Hodge, President & CEO of Pine Cliff Energy.Pine Cliff Energy is a public company actively engaged in the exploration, development and production of natural gas, crude oil and natural gas liquids in Western Canada. Pine Cliff currently produces ~21,000 boe per day, and trades on the Toronto Stock Exchange with a market cap of approximately $400 million.As commodity prices continue to rise 2021/2022, Pine Cliff has enjoyed enormous gains including a 45% free cash flow yield, plans to eliminate all debt, and its first dividend scheduled to begin in May of 2022. With a single digit decline rate on production (industry average is ~ 30%), Pine Cliff plans to continue its steady growth rate as the Canadian energy industry recovers. We sat down for a smooth cup of rose bros coffee and discussed why natural gas prices are rising, capital allocation and how it affects shareholders, the realities of transitioning energy industry & how the invasion of Ukraine has affected global energy security. Also, this episode is also available on YouTube, so if you enjoyed the conversation, subscribe to the rose bros channel – it will go a long way to helping the show.Also, this week's podcast was brought to you by A1 Media. Looking to grow your business online? A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast. Let A1 help tell your entrepreneurial story and reach millions of new customers. Check out a1dev.ca today for more details on how you can grow your business.Enjoy!Support the show

Welcome back to the rose bros podcast!This episode we are joined by Doug Hicks - President of Nature's Pond & Koender's Water Solutions for another edition of the Rundle Eco-Capitalism Podcast Series, where the idea is to explore companies giving back to the environment while also making a profit. Nature's Pond & Koenders provides natural pond care solutions to keep freshwater resources healthy & clean as an alternative to chemical-based treatments.In addition, Nature's Pond has developed a range of natural-based, concentrated cleaning and disinfecting products used across Canada in commercial buildings and homes.  All of Nature's Pond products are 100% bio-degradable and made from natural based ingredients, helping to reduce their environmental footprint. We sat down for a smooth cup of rose bros coffee and discussed how natural products can be used in industrial applications, the challenges and opportunities of creating natural products , the history of Nature's Pong & Koenders, what goes in to tracking environmentally friendly alternatives and a lot more.Enjoy!Also, this week's podcast was brought to you by A1 Media.Looking to grow your business online?A1 can help grow your business through its bundled media packages including a website, newsletter, social media accounts, eCommerce storefront or podcast.Let A1 help tell your entrepreneurial story and reach millions of new customers.Check out a1dev.ca today for more details on how you can grow your business.Also, looking to learn more about everything from healthcare to the outdoors, investing and local news?Check out the rose bros newsletter!The rose bros newsletter is sent twice a week and is packed with interesting articles, new podcast episodes, book recommendations, pictures, quotes and tweets.Head over to rosebros.ca and learn more today.    Support the show

Welcome back to the rose bros podcast!This episode we are joined by Guy Spier - managing director of Aquamarine Capital. Aquamarine Capital is an investment fund whose philosophy was inspired by the original 1950’s Warren Buffett partnerships to provide shareholder returns.Aquamarine began in 1997 with capital from fiends and family, and has grown to approximately 150 clients with $350 million under management. Guy is also known for his winning bid of $650,0000 with Mohnish Pabrai to have lunch with Warren Buffett in 2008, and is also the best selling author of The Education of a Value Investor - a novel that tells the story of Guy's personal development as he emulates Warren Buffett in all aspects of life.We sat down for a smooth cup of rose bros coffee and discussed the power of being authentic, playing 100% in center court, the value of structuring your environment, checking your flanks and, lessons from Warren Buffett.Also, apologies in advance for the abrupt end to the conversation, we had some technical difficulties, but you can find the full conversation on YouTube under the rose bros podcast.Enjoy.Also, looking to learn more about everything from healthcare to the outdoors, investing and local news?Check out the rose bros newsletter!The rose bros newsletter is sent twice a week and is packed with interesting articles, new podcast episodes, book recommendations, pictures, quotes and tweets.Head over to rosebros.ca and learn more today.    Support the show