Between Burry and Munger - The Case for ServiceNow

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As the 'SaaS-pocalypse' phenomenon advances unabated, and software stocks continue their free-fall, rereading Michael Burry's early writings during the original Dot-Com collapse has felt less like a history lesson and more like a field-guide. Understanding how he navigated the turmoil and placed his bets offers a sharper lens on the current sell-off than most of what's being published today.…

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