My first ever investment: $VFV. I came across a Youtube video of Warren recommending beginners to buy a S&P 500 index fund, and I did just that! To this day, I still have no idea who will perform better between $AMZN $META $GOOG $TSLA $NVDA but it’s okay. I’m happy to just own them all!

$ATD continuing to pursue opportunities in addition to their RECENT Zabka deal! There are very few operators with such an excellent track record of “digesting” acquisitions… I’m thrilled about what the next 5 years for them will look like! ⛽️ ⚡️

After today’s rally, $CSU.TO has flipped to positive returns YTD. A big change compared to the doom and gloom we had recently. Looks like the best buy days may be over!

$TRI.TO up 55% since this buy. Remarkable!

So much accomplished in 8 years. Very excited to see what they do over the next 8. The $KITS story is just getting started! 👓

$CSU 🚀 💪🏽

YTD Stocks Total Return Update: 2026 PERFORMANCE: +28% | $NPI, Northland Power +25% | $CNR, Canadian National Railway +23% | $FNV, Franco Nevada +19% | $VFV, Unhedged S&P 500 ETF +17% | $XEQT, World ETF +16% | $EQB, EQ Bank +4% | $ATD, Alimentation Couche-Tard -3.3% | $PYPL, PayPal -5% | $BAM, Brookfield Asset Management -9% | $CSU, Constellation Software -9.7% | $KITS, Kits Eyecare -10% | $AQN, Algonquin Power -12% | $ENGH, Enghouse Systems -12% | $UBER, Uber Technologies -13% | $FFH, Fairfax -15.5% | $BN, Brookfield Corporation -17% | $TRI, Thomson Reuters -22% | $MCD, McDonald’s Corporation -24% | $BABA, Alibaba -65% | $ABXX, Abaxx Technologies Average holding performance is -5% vs +17% for my world ETF. Took advantage of volatility in the markets this year to start positions in some high quality beaten up stocks, including $CSU, $TRI, $UBER, $MCD. Also averaged up into $BN recently given the drop in the stock price. My strategy remains the same: keep buying great companies at a discount and stay invested for the long term. Cheers & happy investing! Note: “YTD Total Return" reflects the year-to-date change in stock price compared to its value on 12/31/2025 and includes dividends received YTD.

$RY.TO $DOL.TO $L.TO $FTS.TO Companies I hold in extremely high regard that I would love to own one day if the price is right

When buying $UBER you’re getting: • 42M trips per day • 208M monthly active users • 10M active drivers & couriers • Presence in 75+ markets & 15,000+ cities • An impeccable balance sheet • Core business executing well with gross bookings up ~20%+ • Shifted from unprofitable to exploding free cash flows • Cash flows reinvested for growth, acquisitions (ie. Delivery Hero) AND buybacks • Trading cheaply under 20 P/E • Unmatched global mobility & transportation data moat • Opportunity to become a default launch network for AV partners • Massive optionality in adjacent areas (travel/hotels, ads, grocery) It’s rare to find a compounder with this level of dominance, structural moat, and growth runway still priced like a utility. The AV risk is real… but I like the risk reward at $68. I will keep adding to my position 🚙