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We More Than Survived Software Earnings Week
Software earnings week is officially in the books and long term investors who held through the volatility should be feeling good right now. AI is not disrupting these software companies, it is the layer that when used correctly is driving extraordinary productivity gains inside them. Paul Tudor Jones is also reportedly adding to his AI stock positions, which is worth noting. This morning I go over the brief recap of the week, talk about what it means to be a long term investor and the whole point of what this podcast is about.
Rigatoni Capital is a daily morning podcast for long term, buy and…
The skinny
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