Dan Kent
speaker
601 appearances
44 recordings
2 series
first heard Apr 2026
last heard 7 Sep
Dan Kent’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 44 in all, peaking in Aug 2026 with 14.
Appearances
The Canadian Investor · TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners · 15 Jun 2026
podcast
And then the three of us are going to go through the name that we picked for the index.
So before I do that, we named it Hidden AI Winners.
So Simone, how about you go through and explain what we're doing here?
When they came to us like, hey, you should enter with a portfolio, my first thought is like, okay, let's just put together the long-term portfolio of companies we always talk about that we like.
Then I was like, that's kind of
it kind of defeats the purpose because there's a window of June 1st to July 16th.
And I think that's an important place for us to start is like the general thesis and criteria is like, we didn't want to just put together, here's a portfolio of stocks that we like.
We already do that on jointdci.com.
This is kind of like, what's an opportunistic thematic area that we can go explore, that we can go learn.
And that when you guys bring names to the table here,
There's a bunch of tickers I've never heard of.
And I look at stock tickers all day long.
So that's kind of one of the big points here.
So I just have five points here.
We wanted to have it generally a downstream winner of AI infrastructure.
Two, I wanted the title to be catchy and interesting.
So hidden AI winners is obviously there.
Three, some of them are obvious AI winners and have had stellar performance.
But some, many retail investors would have just never heard of ever too, which is quite interesting.
And then last two is the positions should be market cap weighted is one that I think we all felt would be appropriate with a 10% cap.
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