Episode #55 - Leveraging positive tailwinds with Ernest Wong
Listen now
Description
In episode 55 we had the pleasure of talking to Ernest Wong, Head of Research and Portfolio Manager at Baskin Wealth Management. Ernest is part of the Equity Investment Team at Baskin, which focuses on a strategy where they seek to identify great business that compounds its capital over long periods of time.  Ernest shares Baskin´s strategy on how they identify the leaders with notable competitive advantages in growing markets that have external tailwinds. Tailwinds refer to external conditions or trends that positively impact a business or industry, making it easier for companies within that sector to grow, innovate, or increase profitability. Great operators and managements that leverages these tailwinds can over time produce excellent returns for the company and its shareholders. In the episode we discuss numerous tailwinds and great operators such as Netflix, Domino’s Pizza, Brookfield Corporation, Canadian Natural Resources, ATD, Copart and many more. You can follow Ernest and his work here:  X: https://x.com/ErnestWongBWM  Podcast: Long Term Investing;  https://podcasts.apple.com/no/podcast/long-term-investing-with-baskin-wealth-management/id1650147094?l=nb  Baskin Wealth Management: https://baskinwealth.com/our-team/our-team-ernest-wong/  Nothing in this episode should be interpreted as investment advice, but should be considered as entertainment. Always do your own due diligence, and consult a certified financial advisor if you seek advice on buying or selling stocks or other financial assets. The content of this episode was not sponsored. StockUp invited Ernest. If you like this content, please give us a like and follow the podcast. Discord: https://discord.gg/CsxNmyXGbE Patreon: https://www.patreon.com/StockUp831
More Episodes
Vi fikk et gledelig gjensyn med Arne Ulland. Som vanlig leverer Arne meravkastning i år enn de fleste indekser det er verdt å sammenligne seg med. I episoden gjorde vi et dypdykk ned temaet risiko. Hva er risiko? Vi fikk Arnes refleksjoner rundt risiko for enkeltselskaper, porteføljen og det...
Published 11/19/24
Vi fikk et gledelig gjensyn med Robert Næss. I anledning valgresultatet i USA, fikk vi Roberts tanker rundt de politiske endringene i USA, effekter på amerikansk økonomi og aksjemarkedet. Alt fra skatter, tariff, budsjettunderskudd og litt pengepolitikk. I episoden gjorde vi et dypdykk ned i...
Published 11/07/24
Published 11/07/24