17:I[8173,["30","static/chunks/30-b2592e0a26b5eb34.js","183","static/chunks/183-6c35c18c238aacfc.js","959","static/chunks/959-016a01587efeef7a.js","290","static/chunks/290-7d4dc95e93e74767.js","42","static/chunks/42-4608c826f638410c.js","219","static/chunks/219-f76950dce2c1a69a.js","22","static/chunks/app/episode/%5Bid%5D/%5B%5B...slug%5D%5D/page-a2a4d0b8ce589dea.js"],"Image"] 19:I[5892,["30","static/chunks/30-b2592e0a26b5eb34.js","183","static/chunks/183-6c35c18c238aacfc.js","959","static/chunks/959-016a01587efeef7a.js","290","static/chunks/290-7d4dc95e93e74767.js","42","static/chunks/42-4608c826f638410c.js","219","static/chunks/219-f76950dce2c1a69a.js","22","static/chunks/app/episode/%5Bid%5D/%5B%5B...slug%5D%5D/page-a2a4d0b8ce589dea.js"],"EpisodeDescription"] 1a:T67a,

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 bestanch

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

Episode description