EPISODE · Oct 28, 2025 · 1H

We are sticking with compounders

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

This week, Barry and Ernest break down Apple's stock price resurgence and review earnings from Netflix, TSMC, and Waste Connections before explaining if it still makes sense to own compounders.0:00- Intro4:40- Apple update11:54- Thoughts on smart glasses18:05- Netflix's earnings32:23- TSMC's results39:31- Waste Connection's earnings42:58- What is compounding? 48:48- Characteristics of compounders55:51- When to sell compounders?

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We are sticking with compounders

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