Long Term Investing - With Baskin Wealth Management Titelbild

Long Term Investing - With Baskin Wealth Management

Long Term Investing - With Baskin Wealth Management

Von: 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 Persönliche Finanzen Ökonomie
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  • Charging to the Future

    Charging to the Future
    Feb 18 2026

    This week, Barry and Ernest break down Alimentation Couche-Tard's strategy from their Investor Day as well as an update to Ferrari's EV strategy.


    0:00- Intro

    2:41 - How we are reacting to the sell-off

    10:34 - Incentives with AI

    14:30 - Alimentation Couche-Tard's IR Day

    23:50 - EV experience in Norway

    26:08 - Ferrari's earnings

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    31 Min.
  • Big Capex for the Big Techs

    Big Capex for the Big Techs
    Feb 10 2026

    Barry and Ernest are back and discuss Apple's strong results, Microsoft and Meta's mega-capex splurge, and Brookfield Asset management's new CEO Connor Teskey.


    0:00- Intro

    7:20- Apple's record iPhone sales

    11:48- Apple's memory and chip constraints

    16:35- Microsoft's Azure miss

    20:10- Big tech returns on AI capex

    22:01- Meta's motivations for AI

    25:48- Brookfield Asset Management's new CEO

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    31 Min.
  • Chips and Streaming

    Chips and Streaming
    Jan 27 2026

    Barry and Ernest explain how narratives impact near-term stock movements, before reviewing earnings and the 2026 outlook for Taiwan Semiconductor Manufacturing Company and Netflix.


    0:00- Intro

    1:31- Stock price narratives

    5:27- Constellation Software disruptive threats

    14:15- TSM’s strong growth

    18:47- Netflix update

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    28 Min.
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