Artwork

Indhold leveret af Best Anchor Stocks. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Best Anchor Stocks eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Player FM - Podcast-app
Gå offline med appen Player FM !

7. Investing in High-Quality Companies w/ Barry Schwartz and Ernest Wong from Baskin Wealth

1:24:35
 
Del
 

Manage episode 428028265 series 3465703
Indhold leveret af Best Anchor Stocks. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Best Anchor Stocks eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.

  continue reading

10 episoder

Artwork
iconDel
 
Manage episode 428028265 series 3465703
Indhold leveret af Best Anchor Stocks. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Best Anchor Stocks eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.

  continue reading

10 episoder

Alle episoder

×
 
Loading …

Velkommen til Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Hurtig referencevejledning