『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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  • Adobe: Still a Creative Compounder

    Adobe: Still a Creative Compounder
    2025/07/29

    0:00 – Introduction

    5:06 – Tariffs removing regulatory scrutiny on Americantech

    9:03 – Importance of culture for long-term performance

    15:28 – Update on Adobe

    27:58 – Netflix’s earnings

    34:26 – Domino’s earnings

    39:06 – MSCI’s earnings
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    46 分
  • Bye to Seven and I

    Bye to Seven and I
    2025/07/22

    In this week’s podcast, Barry and Ernest react to Alimentation Couche-Tard announcing it will drop their bid for Seven and i, before discussing TSMC’s quarterly earnings.

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    45 分
  • Mid-Year Check-In + Breaking Down National Bank

    Mid-Year Check-In + Breaking Down National Bank
    2025/07/15

    In this week's episode, Barry and Ernest review the first six months of 2025 deep dive into National Bank.

    0:00 – Introduction

    2:10 – A review of the first six months of 2025

    8:22 – Good businesses outperform in volatility

    13:00 – Notable performers in the first half

    27:50 – Breaking down National Bank

    49:03 – Disruptors for Canadian banks?
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    59 分
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