David Herro and Bill Nygren Comment on SAP

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Apr 13, 2021

SAP (SAP, Financial) is a global enterprise resource planning software company, specializing in customizable software for some of the largest enterprises across the globe. SAP is in the midst of transitioning customers to cloud computing and subscription-based payment models, which we believe could generate robust, long-term earnings growth despite short-term earnings volatility.

From David Herro (Trades, Portfolio) and Bill Nygren (Trades, Portfolio)'s Oakmark Global Select Fund first-quarter 2021 commentary.

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