Infotech
topic on 1 show · 1 statements across 1 episodes
1 statements about Infotech, every show
Giannini: Sector concentration in software is acceptable due to diverse sub-segment dynamics
“Is the sector, when they say they're in infotech or software, it's so vast that the drivers of return, the drivers of what will make, the industry will not rise or fall. The multiples may in the public markets because they lump them in together, but the indust…”