# Quality on sale Page: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/quality-on-sale Text version: https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/quality-on-sale.md Podcast: [Long Term Investing - With Baskin Wealth Management](https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574) Published: 2026-04-21T11:58:21+00:00 Episode link: https://podcasters.spotify.com/pod/show/barry532 Audio file: https://audio-delivery.cohostpodcasting.com/audio/b0adfb2c-55ba-452f-88d1-53f7b32b626b/episodes/174146f4-e162-4ec7-8213-d1e17dff865f/episode.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/quality-on-sale Duration seconds: 2493 ## Resource 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 ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/long-term-investing-with-baskin-wealth-management-5755574/episodes/quality-on-sale/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/long-term-investing-with-baskin-wealth-management-5755574/quality-on-sale.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.