EPISODE · Feb 4, 2026 · 43 MIN
Navigating the Pullback in Software 2/4/26
from Halftime Report · host CNBC
Frank Holland and the Investment Committee debate the software volatility and how you should position your portfolio. Plus, the Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Frank Holland and the Investment Committee debate the software volatility and how you should position your portfolio. Plus, the Committee share their latest portfolio moves. And later, we hit the latest Calls of the Day.
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Navigating the Pullback in Software 2/4/26
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