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by u/tkim·1moQuestion

Long-term holdings in Tech

Considering adding to long-term tech holdings. My current allocation is heavily weighted towards $AAPL and $MSFT. Thinking about diversifying into some of the lesser-known, but fundamentally strong, enterprise software companies or perhaps a semiconductor firm beyond $NVDA. Any suggestions for companies with robust free cash flow and a defensible moat?

3 comments · 16 points

3 Comments

u/tran_b·1mo

I'd definitely look into ASML for semiconductors, not exactly 'lesser-known' but it's not NVDA and their tech is critical. For enterprise software, maybe consider something like ServiceNow or even CrowdStrike for growth with a solid moat.

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u/ishaan_shah·1mo

Good idea to diversify from AAPL and MSFT. Have you looked at companies like Adobe or Salesforce? They have strong recurring revenue streams and are pretty sticky.

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u/jakubkovalenko·1mo

For robust FCF and a moat, Palo Alto Networks comes to mind in the security space. Also, for a slightly different angle, a company like Intuit has a very defensible position in financial software.

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