What do Constellation Software and Restaurant Brands have in common?
Happy Friday! You'll love this episode as Ernest and I talk about Mark Leonard, Constellation Software, as well as Restaurant Brands. We talk Mark Leonard's beard, Ernest learns a yiddish word, and why we think the Constellation growth strategy is...
Long Term Investing - With Baskin Wealth Management · Barry Schwartz
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Show Notes
Happy Friday! You'll love this episode as Ernest and I talk about Mark Leonard, Constellation Software, as well as Restaurant Brands. We talk Mark Leonard's beard, Ernest learns a yiddish word, and why we think the Constellation growth strategy is far from over. Then we talk Restaurant Brands. We review Patrick Doyle's stellar track record at Domino's Pizza and why we think he can recreate the magic at Restaurant Brands.