Long Term Investing - With Baskin Wealth Management
Business:Investing
0:00: Intro
2:09: What to do in a bull market:
5:12: Berkshire Annual Letter
9:22: Reviewing Berkshire's under-performing assets
16:29: Letting your winners compound:
18:29: Why National Bank is outperforming:
21:44: The big picture for Canadian banks:
23:33: CNQ has reached its debt target - now what?
25:49: The math for CNQ
This week's podcast touches a number of topics including a review of Berkshire Hathaway's recent shareholder letter. Barry and Ernest discuss Buffet's dissatisfaction with Berkshire's railroad and utility asset. Next, they have a conversation about the Canadian Bank results and what Bank CEO's are saying about the Canadian economy. And the feature discussion is about Canadian Natural Resources (CNQ). Barry and Ernest give investors food for thought on how to value CNQ differently.
Constellation Software: Revealing itself one star at a time
Buffett takes a bite out of Apple: A review of the Berkshire Hathaway 2024 Meeting
Love that Turnaround at Restaurant Brands
Special Financial Planning Episode on Capital Gains
Trash is Cash: Waste Connections
The Canadian Compounder discount
April Financial Planning Edition - All about Trusts
Compounding is afoot at the Circle K
Tourmaline Oil - It's a gas, gas, gas.
Financial Planning Edition with Benjamin Klein
Sitting on Topicus of the World
Lessons from David Baskin
Stryker: Hips, Shoulders, Knees and Toes
Netflix: Laying the Smackdown on its competition
10 Trillion things we love about Blackrock
A Deep dive into our research process
Deals, Deals, Deals
A review of the highlights and lowlights of 2023
Constellation, Brookfield, Canadian Banks and Lessons Learned from Charlie Munger
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