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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (76228)9/26/2024 1:24:00 PM
From: Harshu Vyas   of 78702
 
My issue with most of these CX businesses is that I think they're especially vulnerable to AI. And many of them already have too much debt on their balance sheets to pivot to a more competitive strategy whilst not burning precious cash in the process.

I watch a couple of them closely, though - I won't completely write them off.
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