Charging to the Future
About this episode
This week, Barry and Ernest break down Alimentation Couche-Tard's strategy from their Investor Day as well as an update to Ferrari's EV strategy.
0:00- Intro
2:41 - How we are reacting to the sell-off
10:34 - Incentives with AI
14:30 - Alimentation Couche-Tard's IR Day
23:50 - EV experience in Norway
26:08 - Ferrari's earnings
Get every episode summarized
Each time Long Term Investing - With Baskin Wealth Management publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Long Term Investing - With Baskin Wealth Management
What's next for Canadian banks?
Long Term Investing - With Baskin Wealth Management
Financial Planning Special
Long Term Investing - With Baskin Wealth Management
Constellation Software's New Era
Long Term Investing - With Baskin Wealth Management
The Greg Abel Era at Berkshire
Long Term Investing - With Baskin Wealth Management