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Investors looking for defensive stocks need to be wary. Best-of-breed companies can become pricey relative to other options.
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Figma is growing fast and finding its footing as a newly public company. ServiceNow is generating substantial free cash flow and deepening its grip on enterprise operations.
As an “old school CFO,” a strong focus on cash flow and generation remains paramount, GM CFO Paul Jacobson said.
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Berkshire Hathaway has more exposure to AI than investors may realize.
