Home / Technology / Software Is Finally Cracking – And The Great Rotation Is Picking Up Speed

Software Is Finally Cracking – And The Great Rotation Is Picking Up Speed

Intuit and other software leaders have suffered sharp re-ratings. Read why I focus on companies with durable business models and wide moats.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of UNP, CSL, CNQ, AM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensatio… [692 chars]

Source: Seeking Alpha | Published: 2026-02-15T12:30:00Z

Credit: Seeking Alpha

Tagged:

Leave a Reply

Your email address will not be published. Required fields are marked *