Long Term Investing - With Baskin Wealth Management

Podcast de Barry Schwartz

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Acerca de Long Term Investing - With Baskin Wealth Management

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.

Todos los episodios

125 episodios

Financial Planning Special

This week, Ernest and Baskin Wealth’s Head of Financial Planning Benjamin Klein discuss the importance of financial planning and asset allocation from a wealth management perspective. 2:14- What isfinancial planning? 8:13- Assetallocation 15:50- Planning fordifferent generations 18:24: Taxconsiderations 21:12- Hierarchy ofinvestment accounts 25:53- Can AIreplace financial planning?

Ayer - 29 min

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 de may de 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 de may de 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 de may de 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 de abr de 2026 - 43 min

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