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Ares's Jacobson: Bifurcation in Software Market
Source: Bloomberg
Technology & InnovationPrivate Markets & VentureInvestor Sentiment & Positioning
Ares Management Co-President Blair Jacobson said investors should apply greater selectivity and due diligence when investing in software. The comments signal caution toward software-market valuations and investment quality, particularly for private-market investors, but contain no company-specific financial update or quantified forecast.
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