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Best Anchor Stocks에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Best Anchor Stocks 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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7. Investing in High-Quality Companies w/ Barry Schwartz and Ernest Wong from Baskin Wealth

1:24:35
 
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Manage episode 428028265 series 3465703
Best Anchor Stocks에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Best Anchor Stocks 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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

11 에피소드

Artwork
icon공유
 
Manage episode 428028265 series 3465703
Best Anchor Stocks에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Best Anchor Stocks 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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

11 에피소드

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