thoughtful note and perspective, thank you. can you please disclose what software universe you are using here? S&P 500? Russell 3000? something custom?
Wonder if the sell out is actually because it can also be argued that average base multiple should be higher now given all the tech focus and impetus has kicked in which is far higher than what is was pre covid?
thoughtful note and perspective, thank you. can you please disclose what software universe you are using here? S&P 500? Russell 3000? something custom?
Wonder if the sell out is actually because it can also be argued that average base multiple should be higher now given all the tech focus and impetus has kicked in which is far higher than what is was pre covid?