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Introducing the ShitCo Index
Def. not investment advice
Mar 19
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DB
13
New
More Thoughts on the Long Large Cap SW / Short Industrial Trade
The valuation gap between large cap software and industrials has been evident for awhile now and only recently began to close a bit. Below is a snapshot…
Dec 17, 2022
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DB
5
Some Predictions for 2023
90% of these are likely wrong, or too early, but it why not? Best-of-Breed in the $2-10B range continues to consolidate in PE land. Thanks for reading…
Dec 13, 2022
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DB
8
Snapshot of the Unprecedented(?) Value Destruction in CPaaS
Not investment advice
Dec 8, 2022
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DB
5
WTF To Make of TWLO?
Not Investment Advice
Dec 7, 2022
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DB
11
The Oracle Re-Rating Story
In my (future) posts, I plan to skip over the basics and assume my readers are intelligent enough to pull up basic filings. However, a brief history of…
Dec 6, 2022
11
2
Coming soon
This is DB Software Musings, a newsletter about Software, Tech Investing.
Nov 5, 2022
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Software Musings
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