Long Term Investing - With Baskin Wealth Management
Episodes
These are the pros and cons of Canadian Banks
06 Sep 2023
Contributed by Lukas
Packed show today with a great discussion of "Higher for Longer" and what it means for your portfolio, a quick review of our Copart thesis a...
Amazon's outlook isn't Cloudy
21 Aug 2023
Contributed by Lukas
We are back with a great conversation about Amazon. The everything store and cloud giant is firing on all cylinders. Has new CEO, Andy Jassy, finally ...
Apple
11 Aug 2023
Contributed by Lukas
Back from vacation with our best podcast ever. Ernest and I discuss why we love companies that have the owner operator mindset and make themselves inv...
Fewer Decisions and Updates on TFI, Constellation Software and Netflix
25 Jul 2023
Contributed by Lukas
In this week's episode, Barry and Ernest discuss disruptions in the trucking industry, Constellation Software's big deal, and react to Netflix's earn...
The Magnificent Seven
14 Jul 2023
Contributed by Lukas
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...
What we are looking for in a High Quality Investment
23 Jun 2023
Contributed by Lukas
Join us for another great episode! Today we talk about the under-performance of the TSX year to date, the volatility of a stock's performance in a...
FirstService - A Canadian Compounder with a long runway of growth.
12 Jun 2023
Contributed by Lukas
This week’s episode discusses Netflix’s initial success in cracking down on password sharing, followed by a rare macro forecast from Ernest, and t...
Label me a Compounder! CCL Industries a company you may not know but should...
26 May 2023
Contributed by Lukas
Ernest and I, kick off this episode with a discussion about AI and Nvidia as well as stock price volatility, then we move on to talk about the opportu...
Get the door. It's Domino's
12 May 2023
Contributed by Lukas
This podcast delivers in just over 30 minutes a hot, tasty and fresh take on Domino's Pizza. Domino's stock soared during 2020/2021 but has pu...
Going on the Canadian Rails
01 May 2023
Contributed by Lukas
All aboard! Grab your ticket, sit back and enjoy the relaxing ride as you learn all about the Canadian Railroads: Canadian National Railway and Canadi...
Banking on Canadian Banks
17 Apr 2023
Contributed by Lukas
This week we have a very special guest....David Baskin, Chairman, Founder and Portfolio Manager at Baskin Wealth Management. In our opening discussion...
Everybody's going to Costco!
09 Apr 2023
Contributed by Lukas
Costco's stores are so busy that no one goes there anymore, just kidding! Costco store traffic continues to be very strong, Costco's balance s...
I Wanna Rock and Roll All Nite and Invest in Live Nation Every Day
27 Mar 2023
Contributed by Lukas
Ernest and I tackle a controversial investment, Live Nation. We start the podcast by discussing why we still see value in "Big Tech". Then w...
Wait a minute? You bought an Oil Stock?
09 Mar 2023
Contributed by Lukas
In this week’s episode, Barry & Ernest discuss the prospects for the Canadian energy sector and our recent investment in Canadian Natural Resour...
Sometimes the light's all shinin' on TFI International
24 Feb 2023
Contributed by Lukas
Alain Bedard has built a trucking giant in TFI International. Come learn about one of the best capital allocators in Canada.
Everything you ever wanted to know about Factor Investing and Netflix
27 Jan 2023
Contributed by Lukas
Happy Friday! We are back with another episode of the Long Term Investing Podcast. In today's episode, Ernest and I, talk about Factor Investing...
Chatting about ChatGPT and making sense of Brookfield
13 Jan 2023
Contributed by Lukas
Welcome back to the podcast! A new year brings us the first Long Term Investing Podcast of 2023. Please join us as we talk about ChatGPT a...
What do Constellation Software and Restaurant Brands have in common?
09 Dec 2022
Contributed by Lukas
Happy Friday! You'll love this episode as Ernest and I talk about Mark Leonard, Constellation Software, as well as Restaurant Brands. We talk Ma...
Opportunities in Canadian Real Estate Investment Trusts
25 Nov 2022
Contributed by Lukas
Canadian Real Estate Investment Trusts have had a tough year on the back of rising interest rates and worries about inflation and a possible recession...
Talking Big Tech and Buffett
10 Nov 2022
Contributed by Lukas
I'm joined today by Ernest Wong, Head of Research at Baskin Wealth Management. Ernest and I discuss his recent blog on big tech https://baskinwe...
Our definition of Long Term Investing
20 Oct 2022
Contributed by Lukas
In today's episode, I'm joined by Ernest Wong @ernestwongbwm, Head of Research at Baskin Wealth Management. Ernest and I discuss interest ...
Our thoughts on the current market volatility
16 Oct 2022
Contributed by Lukas
In the first of a new Podcast series, Barry Schwartz, Chief Investment Officer at Baskin Wealth Management, discusses the ongoing market v...