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- Introduction5:51- Upcoming CUSMA renegotiation7:48- Business quality trumps macro 16:41- Outperformance of Domino's and Stryker21:05- FICO update28:06- Private credit worries for software 32:20- Why we sold CoStar Group
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