May 24, 2024

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Introduction

If there’s one factor I’ve highlighted in latest articles, it’s my elevated give attention to worth shares, provided that the inventory market valuation hints at subdued long-term complete returns.

Typically talking, this favors shares with low valuations and/or respectable

USD in Million 2022 Weight 2023 Weight

Subscription

2,539 46.2 % 3,335 48.4 %

Help

1,599 29.1 % 1,979 28.7 %

World Cybersecurity Supplier

1,363 24.8 % 1,578 22.9 %