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Ben Carlson: Is Software Eating Value Investing?

FYI: Marc Andreessen wrote one of the more prescient pieces of this century in the Summer of 2011 called Why Software is Eating the World. He laid out his reasoning behind the idea that technology is fundamentally changing the way we do business, likely for good:
Regards,
Ted
http://awealthofcommonsense.com/2018/09/is-software-eating-value-investing/
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