Episode
Quality on sale
- Published
- Apr 21, 2026
- Duration seconds
- 2493
- Processing state
not_requested- Canonical source
- https://podcasters.spotify.com/pod/show/barry532
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Summary
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