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Dan Kent

πŸ‘€ Speaker
549 total appearances
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Appearances Over Time

Podcast Appearances

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

It would have climbed up the list now.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

$60 billion in CAD.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

Here's a fun fact.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

The revenue from 2012...

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

It was six and a half billion.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

In 2021, it was five and a half billion.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

Yeah.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

So 10 years later, it was actually down.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

And then you can see things really start to take off.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

It's grown very handsomely since then.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

I find this interesting.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

Forward revs are supposed to jump from today's 2025 or LTM ending nearly $14 billion to $33 billion.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

Yeah.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

You need the train to keep going.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

Okay, two businesses that are very different.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

I've talked about QXO before.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

It's Brad Jacobs Building Products Rollup.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

I did a full episode on it.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

I own the stock, bought it in the last two capital deployments.

The Canadian Investor
TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners

He's done this seven times with rollups.