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

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