Vertical software – scuttleblurb

[PANW] Palo Alto Networks

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[SIRI] SiriusXM [SPOT] Spotify

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[ALGN] Align Technology

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[OKTA] Okta Inc.

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[CBOE] CBOE Global Markets [CME] CME Group [ICE] Intercontinental Exchange [NDAQ] Nasdaq

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[CSU – Constellation Software] Doesn’t Suck at Allocating Capital; Faces Size and Valuation Constraints

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