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