Charging to the Future
From Long Term Investing - With Baskin Wealth Management by Barry Schwartz
February 18, 2026 · 31 min
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
People in this episode
Host: Barry Schwartz
Guest: Ernest
Topics covered
- Alimentation Couche-Tard
- Ferrari
- EV strategy
- Investor Day
- AI incentives
- market sell-off
Keywords
- Alimentation Couche-Tard
- Ferrari
- EV strategy
- Investor Day
- AI incentives
- market sell-off
Mentioned in this episode
Organizations: Alimentation Couche-Tard, Ferrari
Places: Norway
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