EPISODE · Dec 2, 2025 · 54 MIN

Filling up on Couche-Tard

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

This week, Barry and Ernest review results for Alimentation Couche-Tard and Copart before breaking down Netflix offer to purchase Warner Brothers Discovery. 0:00- Intro8:33- Alimentation Couche-Tard's rebound15:04- Canadian compounder buybacks24:17- Copart's earnings30:29- Copart's low-value car problem 36:42- How AVs impact Copart 39:00- Netflix's bid for Warner Brothers Discovery

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Filling up on Couche-Tard

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