Morningstar Investment Conference: Is Software Still Eating The World? Growth, Value And Contrarian Views

Over the decades, technology has changed the world dramatically. Software has played a prominent role within technology, although it often doesn’t get the same level of attention as the devices it operates. In many ways, software is less glamorous than the devices it runs, although software plays a significant role in what they do. After all, why do investors buy Apple shares? It’s usually because of the iPhone, iPad and other devices and not because of iOS. Value and growth investors have varying views of technology, so when one growth investor, one value investor and one contrarian get into a…