Ferrari’s pit stop through 2030
Update: 2025-10-21
Description
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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