Petri Redelinghuys, founder of Herenya Capital Advisors, provides his analysis of the oil and software industries. Herenya’s bullish position on Sasol (SOL) and Workday (WDAY) might raise an eyebrow at first glance. After all, oil has dropped, and A.I. is the new darling of the tech sector. Have we lost the plot, or is there […]