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Ann: Enterprise Sales & ACV Update, page-61

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  1. 1,034 Posts.
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    I doubled my significant holding today (at the higher end...oops!).

    have now had a slower read - see this as an asymmetric play now. Significantly derisked, operating across multiple sectors with Ian thinking 3d.insights is the big ticket item.

    Comfortable holding for next 2 to 3 years and rolling with peaks and troughs.
 
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