Ferrari's pole position

0:00 Introduction 1:05 Brookfield’s $50 Billion Canada Fund 4:35 Adobe: a great business 8:56 Why are Adobe’s stock so volatile? 12:15 Future Drivers of Growth for Adobe 16:01 Ferrari: Car company or luxury company? 25:34 Ferrari’s EV Strategy 30:27 What is Ferrari’s opportunity? 36:08 Valuation thoughts 41:25 Bell’s Sale of MLSE to Rogers This week, Barry and Ernest react to Adobe's earnings and future growth prospects, then discuss their investment thesis on Italian luxury good manufacturer Ferrari.

Om Podcasten

Welcome to the refreshing podcast that focuses exclusively on Long-Term Investing and how to grow your wealth. This podcast features in-depth discussions on quality businesses, great capital allocators and compounders. Show hosts, Barry Schwartz and Ernest Wong, are industry professionals with years of experience and each week they will bring you an exciting conversation that filters out the noise and gets to the heart of what really matters for Long-Term Investors.