Archive - DB Software Musings

GitLab - The Best Risk/Reward in Software Today

GitLab recent Q1 topline grew 27%, with a nice cash flow beat.

Jun 23 •

Hint: Uptown funk was the Billboard #1 hit in 2015

Jun 13 •

RPA Might Actually Suck Less in Short Term

Not investment advice.

Jun 9 •

Software Toolkit for Generalists (pt 3)

Modeling Nuances

Jun 6 •

Software Toolkit for Generalists (pt 2)

Business Models

Jun 1 •

May 2025

Software Toolkit for Generalists

Part 1: Taxonomy and Fancy Words

May 31 •

A good time to selectively invest in software (seriously)

Lets face it, public software universe is an extension of industrials at this point.

May 29 •

August 2024

ORCL: Now What?

As a follow-up to the initial note (https://softwaremusings.substack.com/publish/post/82663905).

Aug 6, 2024 •

April 2024

Who's Going to Consolidate all These Software Companies?

(Hint: its not big tech)

Apr 22, 2024 •

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.

Mar 5, 2024 •

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 •

June 2023

Expensify is too damn cheap

Crowded space, undifferentiated, tough macro, point solution that will get murdered, CEO is a nutcase snowflake.

Jun 15, 2023 •

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