Wally Weitz Comments on Box

Guru stock highlight

Feb 07, 2020

Enterprise software provider Box (BOX, Financial), a new holding in 2019, has yet to find its footing as it works towards more consistent execution by its sales team. These efforts will take time, and we believe it is premature to draw conclusions.

From Wallace Weitz (Trades, Portfolio)'s Partners III Opportunity Fund fourth-quarter 2019 commentary.

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