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Value After Hours S05 E05: Value Spread Wide, Forward Earnings Rolling Over, Soft Landings

The Acquirers Podcast

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The Bull Case of IBM

I don't know if today's phones are... If you'd even call them technology anymore. They're not CPG, but they almost feel a little bit closer to that than they do like high technology. And so at some point maybe you flip the other way. That's existed before. It's not like it's impossible that it'll go away. But you probably still use Excel. Although I'm kind of stinky.

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