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Tracking Data and Thesis for ADBE/CRM/NOW?
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Author asks how to track data and manage investment theses for software stocks like ADBE, CRM, and NOW.
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The software discussion is super interesting right now but the community is pretty polar regarding whether software will rebound in the near future or not.
For those who own ADBE/NOW/CRM, how do you track new data that comes out on these companies? How and where do you manage your thesis & when are you deciding if your thesis is not longer valid?
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