『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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  • Constellation's AI playbook

    Constellation's AI playbook
    2025/09/30

    This episode was recorded before the sad news that Mark Leonard had to step down as CEO of Constellation Software for health reasons. We wish him a full and speedy recovery.


    This week, Barry and Ernest react to Constellation Software's conference call about the risks and opportunities of AI to their business. 0:00- Intro

    4:34- Constellation's AI conference call

    13:53- Geoffrey Hinton's radiologist prediction

    14:58- AI concerns for Constellation

    24:48- AI opportunities for Constellation

    27:02- Constellation's decentralization

    32:00- High hurdle rates for M&A
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    34 分
  • Getting carried away with Brookfield

    Getting carried away with Brookfield
    2025/09/24

    This week, Barry and Ernest provide an update onBrookfield after its annual investor day, before breaking down Adobe's earnings and business updates.

    0:00- Intro

    6:40- Brookfield annual investor days

    9:38- BAM's AI strategy

    17:27- BAM's retail opportunity

    18:51- BAM carried interest

    20:41- BN's insurance business

    31:48- BN's real estate update

    35:19- How BN's insurance growth benefits BAM

    39:39- Adobe update

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    52 分
  • Searching a way out

    Searching a way out
    2025/09/16

    This week, Barry and Ernest break down Google's favorable antitrust remedies ruling and how it impacts Google, Apple, and perhaps surprisingly, Live Nation.

    0:00- Intro

    2:04- Google's antitrust risk

    8:34- Favorable remedies ruling for Google

    13:18- AI competition for Google Search

    18:12- Apple benefitting from the ruling

    25:00- Live Nation's antitrust issues

    30:00- Live Nation's international growth
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    37 分
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