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Marathon's Chairman Refuses to Buy Software, Predicting Defaults
- rvz 8mo agoSo it begins. Now the question is: How many other asset management firms will also follow Marathon and avoid holding software stocks.
- pestatije 8mo agowell he should short some then, should he not?
- cjbenedikt 8mo agoCVC announced in January '26 to buy Marathon. It's quite possible Marathon doesn't want to take on any potential new risk before closing or that it was part of the DD discussions with CVC.