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.