software and technology and infrastructure
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 17, 2024 by Arjun Sethi · across every show →
Everything said about software and technology and infrastructure, oldest first
May 17, 2024 bullish
Sethi: Deflationary tech means winning companies emerge in every sector
“And so our whole point here is that if software and technology and infrastructure is inherently deflationary, you will find companies in every sector that's good. And there's gonna be winners in every category. And as long as you can benchmark that that compan…”