Long Term Investing - With Baskin Wealth Management

Podcast af Barry Schwartz

engelsk

Business

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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.

Alle episoder

124 episoder

Constellation Software's New Era

This week, Barry and Ernest discuss key learnings from the Constellation Software's annual general meeting. 0:00- Introduction 3:52- Constellation Software backdrop 12:08- CSU's response to AI 25:50- CSU's acquisition pipeline 34:15- Incentives at Constellation Software 39:17- What would make us sell CSU?

26. maj 2026 - 0

The Greg Abel Era at Berkshire

Recorded on: May 6, 2026 This week, Barry and Ernest discuss the strong outperformance of AI-adjacent companies before discussing Berkshire Hathaway’s first AGM without Warren Buffett. 0:00- Introduction 2:14- High valuations for AI-adjacent names 11:48- Google’s AI update 21:15- Apple’s strong results 24:49- Greg Abel at the Berkshire AGM 28:53- Berkshire’s capital allocation changes

12. maj 2026 - 0

TFI's trucking rebound

This week, Barry and Ernest discuss Tim Cook's retirement and legacy, smart share buybacks from companies, and TFI International's improving financial outlook. 0:00- Introduction 2:12- Tim Cook's retirement and legacy 9:38- Reed Hastings resigning from Netflix's board 14:11- Smart share repurchases 21:46- TFI International's rebound

5. maj 2026 - 32 min

Fairfax: Fair and Friendly

Recorded on: April 22, 2026 This week, Barry and Ernest break down their new investment in Fairfax Financial including the business model, similarities and differences to Berkshire Hathaway, and their strong track record in underwriting insurance and growing shareholder value. 0:00- Introduction 6:44- Fairfax's business model 12:10- Disciplined insurance underwriting 21:00- Fairfax's investment strategy 28:58- Return expectations 34:44- Key man risk for Fairfax 36:30- Insurance industry risks

28. apr. 2026 - 43 min

Quality on sale

In the latest episode, Barry and Ernest explain why business quality matters more than macroeconomics concerns and also provide an update on FICO and the rationale for selling CoStar Group last year. 0:00- Introduction 5:51- Upcoming CUSMA renegotiation 7:48- Business quality trumps macro 16:41- Outperformance of Domino's and Stryker 21:05- FICO update 28:06- Private credit worries for software 32:20- Why we sold CoStar Group

21. apr. 2026 - 0

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