Navigating the Pullback in Software 2/4/26
Frank Holland and the Investment Committee debate the software volatility and how you should position your portfolio. Plus, the Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day.
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Show Notes
Frank Holland and the Investment Committee debate the software volatility and how you should position your portfolio. Plus, the Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day.
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