EP 30 | Q2 2025 Quarterly Letter
From Avenue Insights by Avenue Investment Management
July 24, 2025 · 17 min · Episode 30
About this episode
Bill Harris and Bryden Teich discuss the Avenue Q2 Quarterly Letter and various investment topics.
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.
People in this episode
Host: Bill Harris
Guest: Bryden Teich
Topics covered
- Quarterly Letter
- Investing
- High Quality Businesses
- Capital Intensity
- Warren Buffett
- Business Analysis
Keywords
- Quarterly Letter
- Warren Buffett
- High Quality Businesses
- Capital Intensity
- Bell Canada
- Constellation Software
- See’s Candy
Mentioned in this episode
Organizations: Bell Canada, Constellation Software, See’s Candy
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