TLDR Silver Lake buying Workday at a 19% pop doesn't validate enterprise automation — it signals that mega-cap software is overvalued enough that a buyout firm sees margin of safety. Watch what happens to guidance when they close. ## PLAIN ENGLISH When a PE firm pays up 19% for a public company in a rising rate environment, it's not a vote of confidence in growth — it's a bet that the public market was mispricing the downside risk. (https://www.

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