About this episode
In the latest episode, Barry and Ernest explain why business quality matters more than macroeconomics concerns and also provide an update on FICO and the rationale for selling CoStar Group last year.
0:00- Introduction
5:51- Upcoming CUSMA renegotiation
7:48- Business quality trumps macro
16:41- Outperformance of Domino's and Stryker
21:05- FICO update
28:06- Private credit worries for software
32:20- Why we sold CoStar Group
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