Section
Software
4 posts
The Moat Hunters: Why AI Disruption Is a Stock-Picker's Market, Not a Bargain Bin
Kai Wu of Sparkline Capital argues the software selloff isn't a value opportunity — it's a sorting problem.
Jurrien Timmer: Boom Bust Bubble?
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Binary outcome, or a little…
Private Credit: The Narrative and The Reality
Separating signal from noise in a market under scrutiny Private credit is having its first real test. After…
SaaSpocalypse… or Just the Next Phase of Software?
On February 11th, the IGV software ETF dropped another 3%. As of yesterday, February 25, it was at…