SAP: My Play Against 'AI Is Killing Software'

Core Viewpoint - The current stock market cycle is significant, and companies like SAP and its software peers may face challenges during this period [1] Group 1 - The investment strategy focuses on identifying companies with strong qualitative attributes and purchasing them at favorable prices based on their fundamentals [2] - The portfolio management approach aims to minimize losses while maximizing exposure to high-potential winners, often resulting in a 'Hold' rating for companies that do not meet growth or risk thresholds [2] Group 2 - There is no current investment position in any of the companies mentioned, and there are no plans to initiate such positions in the near future [3] - The article reflects the author's personal opinions and is not influenced by any compensation from the companies discussed [3]