I had an incredible time recently being featured on the TD WebBroker Inside Investing Show — a live broadcast that reaches investors across Canada. 🍁

Our conversation was on “How I find winning stocks in an overvalued market”, unpacking timeless growth investing principles that anyone can apply, capping off with a live Q&A session with viewers sending in their questions.

Thank you to Producer Rob Moysey and Host Hiren Amin for having me on the show!

Here are 8 key takeaways from our conversation:

📈 Capital Compounders: I highlighted companies that are free cash flow generative, operated by intelligent capital allocators — achieving high ROE

💎 In Canada, some of the best gems are small and mid-cap stocks — the research process can be exhausting but exceptionally rewarding

📊 Valuation still matters — but context matters more. Outstanding companies can justify higher multiples

💰 Earnings power > narratives. I focus on durable, repeatable cash flow and sustainable competitive advantages

🧠 Avoid prediction traps. You don’t need to forecast the economy or geopolitics — you need discipline and a repeatable framework

⏳ Patience is a strategy. Sometimes the best move is waiting for your big pitch; and outperformance = time in the market, not timing the market

🔴 Beware the red flags: deflective or over-promising management, continually dilutive share issuance, and an asymmetrical debt burden

🛡️ Risk management isn’t optional. Your portfolio’s position sizing and conviction levels should always align

Watch the episode now ⤵️