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The valuation gap between large cap software and industrials has been evident for awhile now and only recently began to close a bit. Below is a snapshot…
DB
90% of these are likely wrong, or too early, but it why not? Best-of-Breed in the $2-10B range continues to consolidate in PE land. Thanks for reading…
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Not investment advice
DB
Not Investment Advice
DB
In my (future) posts, I plan to skip over the basics and assume my readers are intelligent enough to pull up basic filings. However, a brief history of…
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