Thanks for this, Lost.
Always good to listen to Rajiv.
He makes you think about so many things, which are regarded as consensus ideas.
For example, this time, it is interesting to listen to his idea about the software sector which may have less growth going forwards, for structural reasons (according to Rajiv).
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$2.16 |
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|---|---|---|
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| Last trade - 16.10pm 11/07/2025 (20 minute delay) ? |
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