• Investing in High-Quality Companies w/ Barry Schwartz and Ernest Wong from Baskin Wealth

  • Jul 9 2024
  • Length: 1 hr and 25 mins
  • Podcast

Investing in High-Quality Companies w/ Barry Schwartz and Ernest Wong from Baskin Wealth

  • Summary

  • In today's episode I was lucky to be able to speak with Barry Schwartz and Ernest Wong from Baskin Wealth. Their investing philosophy is one of high-quality investing, but we go over many topics such as...

    • How Ernest got hired at Baskin (comes with good advice for people who might be starting out)
    • Why today is different to the dotcom era
    • Disruption for tech companies and why we tend to overestimate it
    • Adobe and generative AI
    • Characteristics of a high quality company
    • Dividend investing
    • The advantages and disadvantages of leverage
    • Capex of the big techs
    • How they think about selling
    • Mistakes
    • Their favorite investment books

    As you can see, we covered a lot.

    I highly recommend going over Baskin Wealths' web page (https://baskinwealth.com/) and following their podcast (https://open.spotify.com/show/3ntwlj9GW7U1zcHbdgGP6F?si=5255de4333f44d4b)

    As always, don't forget you can follow my writing at bestanchorstocks.com and my X account (@invesquotes).

    Lastly, feel free to leave a follow and a review if you liked the content!

    Disclaimer: As of the moment of this episode, participants might have positions in the securities discussed. The article is intended with information purposes only, do your own due diligence.

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