Episode

Charging to the Future

Podcast: Long Term Investing - With Baskin Wealth Management
Published: Feb 18, 2026
Duration seconds: 1867
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Canonical source: https://podcasters.spotify.com/pod/show/barry532
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Summary

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 