Key insights
- The user is seeking advice on investing in the software sector, specifically looking for 5-10 quality names that are currently undervalued for a long-term (10+ years) holding period. They are considering established companies like MMM, UNH, INTC, INTU, CRM, FISV, FIS, ADBE, MSFT, SAP, and ORCL, as well as newer growth companies like monday.com and Asana (PATH). The request focuses on a strategy of buying
I usually find best results from investing in buying beat up but quality names so far. Usually its easy to pick up name like MMM or UNH, INTC but this time the whole software sector is down and It is a but harder to pick one or two names so I would like to buy something like 5-10 names and split the risk a little bit.
What would be your top 10 picks for something like this to hold for 10years+ ?
I really like INTU , CRM , FISV , FIS
not teally sure about ADBE
MSFT SAP NOW and ORACLE dont seems to be that down so far?
what about monday.com or path ? These sre not exactly proven or long standing ones but could be good runners if they still exist in 10 years?
any insight would be greatly appreciated