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DCLA's Sarat Sethi: Position portfolio where valuations do not reflect long-term fundamentals

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May 13, 2026

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Sarat Sethi, DCLA managing partner, joins 'The Exchange' to discuss the state of software stocks, the names Sethi favors and much more.

Guests & Subjects Covered

DCLA's Sarat SethiSarat Sethi DCLA

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DCLA's Sarat Sethi: Position portfolio where valuations do not reflect long-term fundamentals · CNBC Television · Sentinel