Tyler Crowe

It was this idea of sticking with the tradition that he has been as a worker, turning over as many stones as possible, really trying to find what he's called the great business at a good price sort of thing.

To do that takes a monumental amount of work.

It reverberated with me the most.

Because I think the follow Buffett mantra has become just buy the things that he buys versus using the principles that he has espoused upon us about investing and using the tools rather than just being copycats.

I feel the parallels of music taste and Warren Buffett quotes really tracks here, because we have three middle-aged men discussing their favorite things, and they all happen to have in the 90s.

Just a parting thought on investor quotes here.

After the break, we're going to do stocks on our radar.

Jason Moser.

Guys, hopefully one day, we too will be able to have enough money like Michael Burry that we can dissolve our capital management program and just go to a family office like he is.

But until that day, we're still going to be picking stocks and hopefully bringing people along the ride with us.

We're going to do stocks on our radar.

I'm going to go first this week.

The company on my radar is Canadian Solar, ticker CSIQ.

I mentioned First Solar a couple of weeks ago at this point.

A lot of the things that I talked about with First Solar apply to Canadian solar as well.

The idea where

This AI infrastructure buildout and the power demands that we are going to have to see for AI buildout is not going to wait for nuclear to arrive.

It's going to go now.

We're seeing it happen now, with natural gas being deployed, with solar being deployed, because these are the fastest-to-deploy electrons we can put into a system.

I think First Solar is going to be a major beneficiary of it.