All told, we think that this is a great franchise and its valuation continues to be very compelling for investors.
—Eric Wiegand
It’s a very loud distraction for the markets.
In the first half of the year, investors really needed to be somewhat divorced from reality. It was not dissimilar to the first half of 2000, where investors ignored valuations. Now, investors have shifted their...
We continue to be long-term believers in the productivity enhancing benefits that technology brings to corporations and consumers and we’ve seen a tremendous adoption of technology over the last few years.
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