『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
無料で聴く

概要

 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 個人ファイナンス 経済学
エピソード
  • Trust in Live Nation

    Trust in Live Nation
    2026/03/17

    In this week's episode, Barry and Ernest discuss the investment potential and business model of Live Nation Entertainment. They explore the company's dominant position in the live music industry and evaluate its long-term value for investors.


    0:00 - Introduction and Overview

    1:25 – Conflict in Iran and the impact on the market

    3:44 – Price of oil

    6:36 – Analysis of Constellation Software

    18:39 - Deep Dive into Live Nation Entertainment
    続きを読む 一部表示
    26 分
  • Netflix's $2.8b Money Heist

    Netflix's $2.8b Money Heist
    2026/03/10

    This week, Barry and Ernest discuss Netflix dropping out of the bid for Warner Brothers Discovery, and what's next for Netflix. They also break down CCL Industries's capital allocation and M&A opportunities.


    0:00- Intro

    5:32- Netflix drops out of Warner bid

    12:26- Netflix benefits from PSKY/WBD

    18:15- How AI benefits Netflix

    20:47- CCL Industries update

    27:20- Greg Abel's letter

    続きを読む 一部表示
    30 分
  • Moody's Solid Rating

    Moody's Solid Rating
    2026/02/25

    This week, Barry and Ernest discuss a wide range of topics including the strong performance of Canadian oil stocks, why proprietary data is safe from AI, and Constellation Software's decision to host an earnings call.


    0:00- Introduction

    1:49- Canadian oil stocks performance

    9:03- Tourmaline Oil's buildout

    12:40- TFI International's outlook

    19:30- Portfolio management in a sell-off

    23:15- Moody's vs S&P Global

    31:25- TMX Group's risk from AI

    33:08- Constellation Software earnings call

    続きを読む 一部表示
    38 分
まだレビューはありません