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From Long Term Investing - With Baskin Wealth Management by Barry Schwartz
January 27, 2026 · 28 min
About this episode
Barry and Ernest discuss the impact of narratives on stock movements and review the earnings outlook for TSMC and Netflix.
Barry and Ernest explain how narratives impact near-term stock movements, before reviewing earnings and the 2026 outlook for Taiwan Semiconductor Manufacturing Company and Netflix. 0:00- Intro 1:31- Stock price narratives 5:27- Constellation Software disruptive threats 14:15- TSM’s strong growth 18:47- Netflix update
People in this episode
Host: Barry Schwartz
Guest: Ernest
Topics covered
- stock movements
- earnings review
- Taiwan Semiconductor Manufacturing Company
- Netflix outlook
- narratives in investing
Keywords
- stock price narratives
- TSMC growth
- Netflix update
- Constellation Software
- investing
Mentioned in this episode
Organizations: Taiwan Semiconductor Manufacturing Company, Netflix, Constellation Software
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