Navigating the Pullback in Software 2/4/26
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Navigating the Pullback in Software 2/4/26

43:23 Feb 4, 2026
About this episode
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.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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