Looking back at 2025
This episode, Barry and Ernest review 2025 including both highlights and lowlights for the marketsand the portfolio. 0:00 - Intro4:06 - Lowlight 1: The Canadian Dollar8:09 - Lowlight 2: Constellation Software17:00 - Lowlight 3: Large M&A 21:50 - Wh...
Long Term Investing - With Baskin Wealth Management · Barry Schwartz
Audio is streamed directly from the publisher (audio-delivery.cohostpodcasting.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
This episode, Barry and Ernest review 2025 including both highlights and lowlights for the markets
and the portfolio.
0:00 - Intro
4:06 - Lowlight 1: The Canadian Dollar
8:09 - Lowlight 2: Constellation Software
17:00 - Lowlight 3: Large M&A
21:50 - What’s nextfor AI
29:03 - Highlight 1: Google’s rebound
34:41- Baskin’s portfolio changes
39:39 - Strong fundamentals