Quality on sale
From Long Term Investing - With Baskin Wealth Management by Barry Schwartz
April 21, 2026 · 42 min
About this episode
Barry and Ernest discuss the importance of business quality over macroeconomic concerns and provide updates on FICO and CoStar Group.
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
People in this episode
Host: Barry Schwartz
Guest: Ernest
Topics covered
- business quality
- macro concerns
- FICO update
- CoStar Group
- private credit
- investment performance
Keywords
- business quality
- FICO
- CoStar Group
- Domino's
- Stryker
- private credit
- macro concerns
Mentioned in this episode
Organizations: CoStar Group, FICO, Domino's, Stryker, CUSMA
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