Long Term Investing - With Baskin Wealth Management

In this week's episode, Barry and Ernest discuss broader implications of the Iran conflict before breaking down a new addition to the portfolio.

0:00- Introduction
2:12- Long-term implications of Iran
7:43- Low multiples for AI stocks
11:50- New addition to the portfolio
14:54- Why FICO is a great business
18:15- FICO's pricing power + industry incentives
23:19- The housing cycle
25:40- VantageScore competition

This week, Barry and Ernest discuss the Iran conflict and long-term investing through market volatility before updating Restaurant Brands "Whopper" of a turnaround plan.

0:00- Introduction
2:20- Live Nation settlement correction
4:52- Iran and market volatility
15:00- Portfolio management in volatility
19:20- Restaurant Brands update

This week, Barry and Ernest discuss the oil price spike, Constellation Software's earnings, and Live Nation's antitrust settlement.

0:00- Introduction
1:25- Oil prices and Iran risks
6:36- Constellation Software's earnings
13:23- CSU's PEMS strategy
18:39- Live Nation's antitrust settlement

This week, Barry and Ernest discuss Netflix dropping out of the bid for Warner Brothers Discovery, and what's next for Netflix. They also break down CCL Industries's capital allocation and M&A opportunities.

0:00- Intro
5:32- Netflix drops out of Warner bid
12:26- Netflix benefits from PSKY/WBD
18:15- How AI benefits Netflix
20:47- CCL Industries update
27:20- Greg Abel's letter

This week, Barry and Ernest discuss a wide range of topics including the strong performance of Canadian oil stocks, why proprietary data is safe from AI, and Constellation Software's decision to host an earnings call.

0:00- Introduction
1:49- Canadian oil stocks performance
9:03- Tourmaline Oil's buildout
12:40- TFI International's outlook
19:30- Portfolio management in a sell-off
23:15- Moody's vs S&P Global
31:25- TMX Group's risk from AI
33:08- Constellation Software earnings call