About this episode

The episode discusses investment ideas and major news in AI and private markets, featuring stocks like QXO, Siemens Energy, and Dollarama.

In this quarterly “stocks on our radar” episode, we’re joined by Braden Dennis as each of us brings one investment idea to the table. Before diving into the stocks, we discuss major breaking news in AI and private markets, including reports of a potential SpaceX IPO and OpenAI’s massive new funding round at an eye-popping valuation. We then shift to our featured companies. Braden introduces QXO, a roll-up led by serial entrepreneur Brad Jacobs targeting the fragmented building products industry. Simon looks at Siemens Energy, a global player benefiting from rising demand for power infrastructure, while navigating challenges in its wind segment. Dan rounds things out with Dollarama, exploring whether recent weakness is a temporary blip or a longer-term shift in consumer behavior. We also discuss broader themes including AI commoditization, capital allocation, energy demand, and how changing consumer habits could permanently impact retail. Tickers of stocks discussed: QXO, Siemens Energy (SMERY / ENR), Dollarama (DOL.TO)    Subscribe to our Our New Youtube Channel! Check out our portfolio by going to Jointci.com Our Website Our New Youtube Channel…

People in this episode

Hosts: Braden Dennis, Simon Belanger

Topics covered

• stocks
• AI
• private markets
• investment ideas
• consumer behavior
• energy demand

Keywords

• investment
• AI news
• Siemens Energy
• Dollarama
• QXO
• consumer behavior
• energy demand

Mentioned in this episode

Organizations: SpaceX, OpenAI, Siemens Energy, Dollarama

Products: QXO

Places: Canada

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