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Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
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Ep 8 - Mega Brands - Barry Schwartz conversation "7 billion people like to buy things every day, that's why we love consumer brands"
Manage episode 292591093 series 2918135
In episode 8, I have a wonderful conversation with Barry Schwartz of Baskin Wealth in Toronto. Barry's a very smart investor of high quality, stable companies. Baskin runs a core equity portfolio that holds some significant exposure in Mega Brands like Microsoft, Apple, Google, Costco, Visa, JP Morgan, Amazon, Netflix, Activision, Ferrari, Domino's Pizza, Vail Resorts, and more. We talk about the firm's target client and running their core portfolio plus some bonds where appropriate. Barry focuses on 5 core criteria:
1. Moat businesses
2. Tailwinds for opportunities
3. Great management & culture
4. Strong history of smart capital allocation decisions and ROI
5. Attractive valuations
Portfolio focus: think like a business owner and don't sell the companies that execute.
We talk about his selling regrets last year in the pandemic and a reminder to stick to the quality businesses even in the face of short-term adversity.
We talk about portfolio sizing and managing risk along the way while being tax sensitive.
Clients have benefitted greatly because of this strategy and have some tremendous long-term gains.
Great story on Ferrari and what got them into the position.
For more information on Baskin: https://baskinwealth.com and info@baskinwealth.com
For more information on the Dynamic Brands portfolio: https://www.globalbrandsmatter.com/dynamic-portfolio
65 つのエピソード
Ep 8 - Mega Brands - Barry Schwartz conversation "7 billion people like to buy things every day, that's why we love consumer brands"
Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your Wallet
Manage episode 292591093 series 2918135
In episode 8, I have a wonderful conversation with Barry Schwartz of Baskin Wealth in Toronto. Barry's a very smart investor of high quality, stable companies. Baskin runs a core equity portfolio that holds some significant exposure in Mega Brands like Microsoft, Apple, Google, Costco, Visa, JP Morgan, Amazon, Netflix, Activision, Ferrari, Domino's Pizza, Vail Resorts, and more. We talk about the firm's target client and running their core portfolio plus some bonds where appropriate. Barry focuses on 5 core criteria:
1. Moat businesses
2. Tailwinds for opportunities
3. Great management & culture
4. Strong history of smart capital allocation decisions and ROI
5. Attractive valuations
Portfolio focus: think like a business owner and don't sell the companies that execute.
We talk about his selling regrets last year in the pandemic and a reminder to stick to the quality businesses even in the face of short-term adversity.
We talk about portfolio sizing and managing risk along the way while being tax sensitive.
Clients have benefitted greatly because of this strategy and have some tremendous long-term gains.
Great story on Ferrari and what got them into the position.
For more information on Baskin: https://baskinwealth.com and info@baskinwealth.com
For more information on the Dynamic Brands portfolio: https://www.globalbrandsmatter.com/dynamic-portfolio
65 つのエピソード
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