7. Investing in High-Quality Companies w/ Barry Schwartz and Ernest Wong from Baskin Wealth
Best Anchor Stocks - A podcast by Best Anchor Stocks
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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 eraDisruption for tech companies and why we tend to overestimate itAdobe and generative AICharacteristics of a high quality companyDividend investingThe advantages and disadvantages of leverageCapex of the big techsHow they think about sellingMistakesTheir favorite investment booksAs 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.