Quality on sale

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