Alain Bedard has built a trucking giant in TFI International.  Come learn about one of the best capital allocators in Canada.  

Happy Friday! We are back with another episode of the Long Term Investing Podcast.  In today's episode, Ernest and I, talk about Factor Investing and have a feature discussion about Netflix.  The stock market rally in 2023 has caught everyone off guard, we review what's working and what's not and what companies are saying about a possible downturn to come. We also do our best to describe what a Factor is and how important Factors are to portfolio management.  Finally, we spend some quality time with Netflix. Its stock has doubled since last June, is there more to come?  We sure hope so and more!  

Welcome back to the podcast!  A new year brings us the first Long Term Investing Podcast of 2023.  Please join us as we talk about ChatGPT and it's possible implications on Google. Plus, Ernest and I, go in depth on the Brookfield Asset Management Spin-off.  

Happy Friday!  You'll love this episode as Ernest and I talk about Mark Leonard, Constellation Software, as well as Restaurant Brands. We talk Mark Leonard's beard, Ernest learns a yiddish word, and why we think the Constellation growth strategy is far from over. Then we talk Restaurant Brands. We review Patrick Doyle's stellar track record at Domino's Pizza and why we think he can recreate the magic at Restaurant Brands.

Canadian Real Estate Investment Trusts have had a tough year on the back of rising interest rates and worries about inflation and a possible recession. Ernest and I review the current landscape and discuss the opportunities and risks with Canadian REIT's.  An interesting discussion as always!  Please enjoy

I'm joined today by Ernest Wong, Head of Research at Baskin Wealth Management.  Ernest and I discuss his recent blog on big tech https://baskinwealth.com/an-ernest-opinion/the-bottom-line-for-big-tech/  as well we talk about the GOAT, Warren Buffett.  A fun show as always!

In  today's episode, I'm joined by Ernest Wong @ernestwongbwm, Head of  Research at Baskin Wealth Management. Ernest and I discuss interest  rates, give examples of our long term investing approach, discuss  Ernest's blog on our site,   https://baskinwealth.com/an-ernest-opinion/creating-value-in-volatile-markets/  , and give examples of companies that we believe will do well in a  downturn. Including Ferrari, Domino's Pizza, CoStar, Copart and Costco.

In the first of a new Podcast series, Barry Schwartz, Chief Investment Officer at Baskin Wealth Management,  discusses the  ongoing market volatility and how we are positioning client portfolios  with companies that we believe, in the long run, can withstand the  challenging economic environment.