About this episode

Barry and Ernest discuss Alimentation Couche-Tard's strategy and Ferrari's electric vehicle plans.

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- Intro 2:41 - How we are reacting to the sell-off 10:34 - Incentives with AI  14:30 - Alimentation Couche-Tard's IR Day  23:50 - EV experience in Norway 26:08 - Ferrari's earnings 

More episodes of Long Term Investing - With Baskin Wealth Management

• Quality on sale · April 21, 2026 · 42 min
• More market turmoil + A fair new idea · April 14, 2026 · 31 min
• Market Turmoil + Restaurant Brands Update · March 30, 2026 · 32 min
• Trust in Live Nation · March 17, 2026 · 26 min
• Netflix's $2.8b Money Heist · March 10, 2026 · 30 min
• Moody's Solid Rating · February 25, 2026 · 38 min

Explore listener stats, chart rankings, contacts and more on the Long Term Investing - With Baskin Wealth Management podcast page.