In short: "We were big shareholders in First Capital which got taken over by Choice and KingSett" — a realized winner this year and part of his observation that "private equity people are coming into the public market and buying their assets."
First Capital owned Canadian grocery-anchored shopping centres, and Wealhouse was a large shareholder until it was bought by Choice Properties and KingSett Capital. It's recorded as a realized win in the retail-landlord theme, and as one of his central pieces of evidence: private and strategic buyers are coming into the public market to buy these assets, which tells him the listed prices were too low.
34:29We've had been fortunate this year we were big shareholders in First Capital which got taken over by Choice and King set and we were also shareholder in whitest stone which is a service retail not a mall company in the US which got taken over by Aries. — Right.
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.