Check out this week's podcast and memo (attached) - this week we cover Software and Financials (JPM, MS, GS, IBKR, MSFT, CRM, ORCL)
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E2249 - Software (p 9) & Financials (p 10)
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Check out this week's podcast and memo (attached) - this week we cover Software and Financials (JPM, MS, GS, IBKR, MSFT, CRM, ORCL)