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In the latest episode, Barry and Ernest provide an update onConstellation Software's management changes, earnings from Domino's Pizza and Costco, and Ferrari's strategy over the next 5 years.
0:00- Intro
6:25- Market update and deals between big techs
9:40- ConstellationSoftware's CEO succession
18:50- Domino's Pizza update
28:40- Costco update
32:16- Ferrari's investor update
By Barry Schwartz4
55 ratings
In the latest episode, Barry and Ernest provide an update onConstellation Software's management changes, earnings from Domino's Pizza and Costco, and Ferrari's strategy over the next 5 years.
0:00- Intro
6:25- Market update and deals between big techs
9:40- ConstellationSoftware's CEO succession
18:50- Domino's Pizza update
28:40- Costco update
32:16- Ferrari's investor update

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