"Warren Buffett has this old metaphor: the yes basket, the no basket, and the too-hard basket. For me, software is generally in the too-hard basket." — @​altcap

"Warren Buffett has this old metaphor: the yes basket, the no basket, and the too-hard basket. For me, software is generally in the too-hard basket." — @​altcap Brad shows how the recent rerating of software stocks simply brought them down to the average market P/E ratio. "So when I hear everybody…