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What do Constellation Software and Restaurant Brands have in common?

What do Constellation Software and Restaurant Brands have in common?

FromLong Term Investing - With Baskin Wealth Management


What do Constellation Software and Restaurant Brands have in common?

FromLong Term Investing - With Baskin Wealth Management

ratings:
Length:
26 minutes
Released:
Dec 9, 2022
Format:
Podcast episode

Description

Happy Friday!  You'll love this episode as Ernest and I talk about Mark Leonard, Constellation Software, as well as Restaurant Brands. We talk Mark Leonard's beard, Ernest learns a yiddish word, and why we think the Constellation growth strategy is far from over. Then we talk Restaurant Brands. We review Patrick Doyle's stellar track record at Domino's Pizza and why we think he can recreate the magic at Restaurant Brands.
Released:
Dec 9, 2022
Format:
Podcast episode

Titles in the series (50)

Join Barry Schwartz, Chief Investment Officer at Baskin Wealth Management, and other members of the Baskin Wealth Management team as they explore what it means to invest and think long term. Each week, we will talk markets, the economy, individual stocks, great businesses and their allocators and lots of book recommendations.