Season 1 · Episode 71
More on Tariffs, Google, Couche-Tard and Copart
0:00 Intro 1:54 Trump’s tariff threats + challenges 9:34 How Tim Cook managed Trump’s first term 13:37 Have markets peaked? 15:29 Google’s challenges from antitrust and AI 26:25 Alimentation Couche-Tard’s earnings ...
Long Term Investing - With Baskin Wealth Management · Barry Schwartz
December 3, 202445m 51s
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Show Notes
0:00 Intro
1:54 Trump’s tariff threats + challenges
9:34 How Tim Cook managed Trump’s first term
13:37 Have markets peaked?
15:29 Google’s challenges from antitrust and AI
26:25 Alimentation Couche-Tard’s earnings + update on 7 Eleven
35:02 Copart earnings and long-term drivers
42:34 Why does Copart have so much cash?
This week, Barry and Ernest cover the Tariff concerns in depth. They review the risks to the Canadian and U.S. economies and discuss the types of companies that could be hurt the most. Next, they discuss the proposed remedies by the DOJ in its anti-trust lawsuit against Google. Moving on, Barry and Ernest provide an update on Couche-Tard’s bid for 7 Eleven and a review of its recent earnings release. The feature discussion is on the risks and opportunities for Copart.