
Ferrari’s pit stop through 2030
About this episode
In the latest episode, Barry and Ernest provide an update onConstellation Software's management changes, earnings from Domino's Pizza and Costco, and Ferrari's strategy over the next 5 years.
0:00- Intro
6:25- Market update and deals between big techs
9:40- ConstellationSoftware's CEO succession
18:50- Domino's Pizza update
28:40- Costco update
32:16- Ferrari's investor update
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