In episode 6, I have a wonderful conversation with Barry Schwartz of Baskin Wealth in Toronto. Barry's a very smart investor of high quality, stable companies. We talk about the current market sell-off and what drives his investment decisions. Baskin runs a core equity portfolio that holds some significant exposure in Mega Brands like Microsoft, Apple, Google, Costco, Visa, Amazon, Netflix, Ferrari, Domino's Pizza, Vail Resorts, and more.  We talk about the firm's target client and running their core portfolio plus some bonds where appropriate. Barry focuses on 5 core criteria:

1. Moat businesses

2. Tailwinds for opportunities

3. Great management & culture

4. Strong history of smart capital allocation decisions and ROI

5. Attractive valuations

Portfolio focus: think like a business owner and don't sell the companies that execute.

Clients have benefitted greatly because of this strategy and have some tremendous long-term gains.

Great convo on Adobe and what looks attractive to his team.

For more information on Baskin: https://baskinwealth.com and [email protected]

For more information on the Dynamic Brands portfolio: https://www.globalbrandsmatter.com/dynamic-portfolio