Study of IGV
(2) Bg2 Pod on X: “As discussed on Ep10 in June “Is Software Dead” Brad said Altimeter buying software as it was 15% below the 10 yr avg & would accelerate into the back half of the year. Software has outperformed by +30% since June. @altcap 💥🚀 https://t.co/r1cIvZ3Zgx” / X
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