Next year's long/short experiment

Dec 1, 2023

Last year, I had the simple premise that a long large cap SW basket would significantly outperform an industrial basket given the relative valuation dislocation.

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3 Comments

YK

Dec 1, 2023

No Expensify or ZoomInfo?

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My criteria is a higher level of stability in earnings

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Thanks!

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DB Software Musings

Next year's long/short experiment