『Long Term Investing - With Baskin Wealth Management』のカバーアート

Long Term Investing - With Baskin Wealth Management

Long Term Investing - With Baskin Wealth Management

著者： Barry Schwartz
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 Welcome to the refreshing podcast that focuses exclusively on Long-Term Investing and how to grow your wealth. This podcast features in-depth discussions on quality businesses, great capital allocators and compounders. Show hosts, Barry Schwartz and Ernest Wong, are industry professionals with years of experience and each week they will bring you an exciting conversation that filters out the noise and gets to the heart of what really matters for Long-Term Investors.Barry Schwartz 経済学
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  • The Magnificent Seven

    The Magnificent Seven
    2025/12/09

    This week's episode is a grab-bag of random topics. Ernest and I touch on the Magnificent Seven (the seven mega-techs that are driving the current rally), Domino's partnership with Uber, the FTC case against and Activision and Microsoft and the implications for Adobe, risks in the Canadian grocery sector and why we don't buy fashion businesses. Check it out!
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    35 分
  • Filling up on Couche-Tard

    Filling up on Couche-Tard
    2025/12/02

    This week, Barry and Ernest review results for Alimentation Couche-Tard and Copart before breaking down Netflix offer to purchase Warner Brothers Discovery.


    0:00- Intro

    8:33- Alimentation Couche-Tard's rebound

    15:04- Canadian compounder buybacks

    24:17- Copart's earnings

    30:29- Copart's low-value car problem

    36:42- How AVs impact Copart

    39:00- Netflix's bid for Warner Brothers Discovery

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    54 分
  • Drilling Down on Canadian Energy

    Drilling Down on Canadian Energy
    2025/11/25

    This week, Barry and Ernest review quarterly results for some more names before providing an update on their two favorite Canadian energy names.


    0:00- Intro

    4:24- TransDigm outlook

    10:16- Great capital allocators pivot

    14:55- Garmin update

    19:33- Brookfield update

    24:51- Buffett's pitch for Berkshire stock

    29:13- Why we own CNQ

    36:43- Tourmaline's business model

    39:43- Data center tailwinds for natural gas

    42:29- Country-level risk for commodities

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    47 分
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