SAP: My Play Against 'AI Is Killing Software'

I wouldn't want to be on the wrong side of one of the biggest mega cycles in stock market history, which is why I don't envy SAP ( SAP ) and its software peers.I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and ma ...