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Blanket Sell-Off In Software Is Creating Wild Mispricing

NZS Capital· ·2 min read · 0 reactions · 0 comments · 0 views
Blanket Sell-Off In Software Is Creating Wild Mispricing

For the risk of displacement due to AI, we ultimately focus on the NZS, or non-zero sumness, of the software businesses in which we are investing. Read more here.

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Seeking Alpha · NZS Capital
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