# Charging to the Future

Page: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/charging-to-the-future
Text version: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/charging-to-the-future.md
Podcast: [Long Term Investing - With Baskin Wealth Management](https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574)
Published: 2026-02-18T20:04:39+00:00
Episode link: https://podcasters.spotify.com/pod/show/barry532
Audio file: https://audio-delivery.cohostpodcasting.com/audio/b0adfb2c-55ba-452f-88d1-53f7b32b626b/episodes/7bf178e5-2597-4aeb-be51-b3f96c2bbfa4/episode.mp3
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JSON: https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/charging-to-the-future
Duration seconds: 1867

## Resource

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 

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## Transcript

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