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Enterprise Productivity Cash Franchises
Panther Pabrai
Buy established software and IT-service businesses that customers rely on to run operations, rather than speculative AI infrastructure. Accenture, Salesforce, Adobe and Intuit offer reported FCF yields of 7.7%, 7.4%, 10.3% and 9.4%, respectively; recurring customer relationships provide a business-quality anchor while automation creates upside. The Dhandho case rests on durable cash generation and disciplined reinvestment, not an assumed valuation rebound; the sheet does not establish normalized cash flows or balance-sheet protection, and doubling remains an upside possibility rather than a promise.
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Buy established software and IT-service businesses that customers rely on to run operations, rather than speculative AI infrastructure. Accenture, Salesforce, Adobe and Intuit offer reported FCF yields of 7.7%, 7.4%, 10.3% and 9.4%, respectively; recurring customer relationships provide a business-quality anchor while automation creates upside. The Dhandho case rests on durable cash generation and disciplined reinvestment, not an assumed valuation rebound; the sheet does not establish normalized cash flows or balance-sheet protection, and doubling remains an upside possibility rather than a promise. Launch basket (equal weight): CRM, ACN, IBM, NOW, SNPS, ADBE, INTU Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.
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