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Who's Going to Consolidate all These Software Companies?
(Hint: its not big tech)
Apr 22
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Who's Going to Consolidate all These Software Companies?
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March 2024
Cloud Penetration
Thought I’d share some of the work we’ve recently done to calibrate the total level of cloud penetration across apps and infrastructure. Hope its…
Mar 5
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Cloud Penetration
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December 2023
Next year's long/short experiment
Last year, I had the simple premise that a long large cap SW basket would significantly outperform an industrial basket given the relative valuation…
Dec 1, 2023
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Next year's long/short experiment
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June 2023
Expensify is too damn cheap
Crowded space, undifferentiated, tough macro, point solution that will get murdered, CEO is a nutcase snowflake. Yep, those are all probably true to…
Jun 15, 2023
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Expensify is too damn cheap
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March 2023
Introducing the ShitCo Index
Def. not investment advice
Mar 19, 2023
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Introducing the ShitCo Index
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December 2022
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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More Thoughts on the Long Large Cap SW / Short Industrial Trade
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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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Some Predictions for 2023
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Snapshot of the Unprecedented(?) Value Destruction in CPaaS
Not investment advice
Dec 8, 2022
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Snapshot of the Unprecedented(?) Value Destruction in CPaaS
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WTF To Make of TWLO?
Not Investment Advice
Dec 7, 2022
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WTF To Make of TWLO?
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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
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The Oracle Re-Rating Story
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November 2022
Coming soon
This is DB Software Musings, a newsletter about Software, Tech Investing.
Nov 5, 2022
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Coming soon
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