EPISODE · Dec 30, 2025 · 45 MIN

Looking back at 2025

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

This episode, Barry and Ernest review 2025 including both highlights and lowlights for the marketsand the portfolio. 0:00 - Intro4:06 - Lowlight 1: The Canadian Dollar8:09 - Lowlight 2: Constellation Software17:00 - Lowlight 3: Large M&A 21:50 - What’s nextfor AI29:03 - Highlight 1: Google’s rebound34:41- Baskin’s portfolio changes39:39 - Strong fundamentals

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Looking back at 2025

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