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Software Sector: Atlassian & Guidewire Shine
Description
In the software sector, a notable pullback has occurred, with the industry down 15% over the last six months. Despite this, opportunities remain. Were steering clear of Commvault due to slower revenue growth and lower profit margins. However, Atlassian and Guidewire Software are promising. Atlassians strong business model and Guidewires solid billings growth make them attractive options. The key is to focus on fundamentals to find winning companies.
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