EPISODE · Feb 18, 2026 · 31 MIN

Charging to the Future

from Long Term Investing - With Baskin Wealth Management · host Barry Schwartz

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- Intro2:41 - How we are reacting to the sell-off10:34 - Incentives with AI 14:30 - Alimentation Couche-Tard's IR Day 23:50 - EV experience in Norway26:08 - Ferrari's earnings 

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Charging to the Future

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