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