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Episodes from Long Term Investing - With Baskin Wealth Management
Market Turmoil + Restaurant Brands Update
This week, Barry and Ernest discuss the Iran conflict and long-term investing through market volatility before updating Restaurant Brands "Whopper" of a turnaround plan.0:00- Introduction2:20- Live Nation settlement correction4:52- Iran and market volatility15:00- Portfolio management in volatility19:20- Restaurant Brands update
Trust in Live Nation
This week, Barry and Ernest discuss the oil price spike, Constellation Software's earnings, and Live Nation's antitrust settlement. 0:00- Introduction1:25- Oil prices and Iran risks6:36- Constellation Software's earnings13:23- CSU's PEMS strategy 18:39- Live Nation's antitrust settlement
Netflix's $2.8b Money Heist
This week, Barry and Ernest discuss Netflix dropping out of the bid for Warner Brothers Discovery, and what's next for Netflix. They also break down CCL Industries's capital allocation and M&A opportunities.0:00- Intro5:32- Netflix drops out of Warner bid12:26- Netflix benefits from PSKY/WBD 18:15- How AI benefits Netflix20:47- CCL Industries update27:20- Greg Abel's letter
Moody's Solid Rating
This week, Barry and Ernest discuss a wide range of topics including the strong performance of Canadian oil stocks, why proprietary data is safe from AI, and Constellation Software's decision to host an earnings call. 0:00- Introduction1:49- Canadian oil stocks performance9:03- Tourmaline Oil's buildout12:40- TFI International's outlook 19:30- Portfolio management in a sell-off23:15- Moody's vs S&P Global31:25- TMX Group's risk from AI 33:08- Constellation Software earnings call
Charging to the Future
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- Intro2:41 - How we are reacting to the sell-off10:34 - Incentives with AI 14:30 - Alimentation Couche-Tard's IR Day 23:50 - EV experience in Norway26:08 - Ferrari's earnings
Big Capex for the Big Techs
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- Intro7:20- Apple's record iPhone sales11:48- Apple's memory and chip constraints16:35- Microsoft's Azure miss20:10- Big tech returns on AI capex22:01- Meta's motivations for AI25:48- Brookfield Asset Management's new CEO
Chips and Streaming
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- Intro1:31- Stock price narratives5:27- Constellation Software disruptive threats14:15- TSM’s strong growth 18:47- Netflix update
Fed Turmoil and Credit Card Rate Caps
In this week's episode, Barry and Ernest discuss the criminal investigation of Jerome Powell as well as the US proposal to cap credit card interest rates at 10%. 0:00- Introduction1:53- Narratives driving stock prices5:36- Jerome Powell criminal investigation 13:56- Credit card interest rate cap
Venezuela + Financials outlook
Barry and Ernest are back in 2026! They break down the implications of Venezuela on the Canadian energy industry, before providing an update on several companies in the financial industry. 0:00- Introduction2:16- How Venezuela impacts Canada12:06- Why we own CNQ14:39- Strong performance for financials19:59- TMX Group update21:24- Moody's update27:40- MSCI update30:40- Visa update
Looking back at 2025
This episode, Barry and Ernest review 2025 including both highlights and lowlights for the marketsand the portfolio. 0:00 - Intro4:06 - Lowlight 1: The Canadian Dollar8:09 - Lowlight 2: Constellation Software17:00 - Lowlight 3: Large M&A 21:50 - What’s nextfor AI29:03 - Highlight 1: Google’s rebound34:41- Baskin’s portfolio changes39:39 - Strong fundamentals
Netflix's HBO drama
This week, Barry and Ernest discuss Telus's highdividend yield and Canadian dividend stocks, break down Netflix's motivationsfor buying Warner Brothers Discovery, before wrapping up with an outlook forthe Canadian banks. 0:00- Intro5:00- Telus's dividend trap8:40- Attractive Canadian dividend payers12:48- Netflix's bid for Warner Brothers Discovery16:56- Poor track record of media mergers21:08- Netflix's motivations for buying WBD33:04- Canadian bank update 40:14- 2026 for the Canadian banks 42...
Filling up on Couche-Tard
This week, Barry and Ernest review results for Alimentation Couche-Tard and Copart before breaking down Netflix offer to purchase Warner Brothers Discovery. 0:00- Intro8:33- Alimentation Couche-Tard's rebound15:04- Canadian compounder buybacks24:17- Copart's earnings30:29- Copart's low-value car problem 36:42- How AVs impact Copart 39:00- Netflix's bid for Warner Brothers Discovery