Episode notes
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 (
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