The feature discussion today is about Blackrock, the $10T asset manager juggernaut. Barry and Ernest discuss their reasons for owning Blackrock, take a deep dive into its recent acquisition in the private equity space and explain why this acquisition validates Brookfield’s strategy. They also talk briefly about Apple but, before that, they answer some viewer’s questions about portfolio construction and when and how decisions are made to buy a stock.
Long Term Investing Podcast can also be found on Spotify & Apple.
