Committed some capital to software stocks amid selloff, says First Eagle's Matt McLennan

Matt McClennon is head of First Eagle's global value team. Matt, it's good to have you here. I don't want to overstate it.Have you been buying software names in recent weeks. >> Well, it's great to see you, Kelly, and thank you for having me on the show. Um, if if you look back over the year-to- date period, uh, we have uh, committed some capital to the software space.I think when you look at the the stocks that you mentioned uh they've come down to revenue uh multiples now that are in the the the three ran ...