Long Term Investing - With Baskin Wealth Management

• 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 

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• Drilling Down on Canadian Energy

  This week, Barry and Ernest review quarterly results for some more names before providing an update on their two favorite Canadian energy names. 0:00- Intro4:24- TransDigm outlook10:16- Great capital allocators pivot 14:55- Garmin update19:33- Brookfield update24:51- Buffett's pitch for Berkshire stock29:13- Why we own CNQ36:43- Tourmaline's business model  39:43- Data center tailwinds for natural gas 42:29- Country-level risk for commodities 

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• Reviewing Q3 earnings for Apple, Amazon and more

  This week, Barry and Ernest give an update on a number ofcompanies including Apple, Amazon.com, TFI International, and Live Nation. 0:00- Intro15:08- Apple strong results26:08- Amazon and AWS growth 33:52- TFI's 2026 rebound40:26- Live Nation update 

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• Sticking with stocks

  This week, Barry and Ernest discuss the underperformance of high-quality companies, provide an update on some companies in the financial sector and Big Techs, and defendpublic equities as an asset class.  0:00- Intro7:38- Unprofitable company stocks16:20- MSCI, TMX, and Moody’s update24:15- Meta’s splurge on AI33:40- Google and Microsoft’s earnings 39:58- Why we invest in stocks

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• We are sticking with compounders

  This week, Barry and Ernest break down Apple's stock price resurgence and review earnings from Netflix, TSMC, and Waste Connections before explaining if it still makes sense to own compounders.0:00- Intro4:40- Apple update11:54- Thoughts on smart glasses18:05- Netflix's earnings32:23- TSMC's results39:31- Waste Connection's earnings42:58- What is compounding? 48:48- Characteristics of compounders55:51- When to sell compounders?

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