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Halftime Report — Navigating the Pullback in Software 2/4/26
Not scored yet43m·2026-02-04·Money

Navigating the Pullback in Software 2/4/26

Halftime Report

Frank Holland and the Investment Committee debate the software volatility and how you should position your portfolio. Plus, the Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection…

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