The Other Side of The SaaS Apocalypse
The market is selling off software stocks on fears that AI coding agents will displace traditional platforms. But this narrative misses three critical realities: competitive advantages lie in distribution, not code; security concerns which limit agent deployment; and the fact that power infrastructure can’t support mass adoption for years.
Transforming Labor with AI: The big winners from the Agentic Boom
Businesses spend $3.7 trillion annually on tasks that AI agents can now automate—with 6x ROI. Discover how Salesforce’s Agentforce will dominate this revolution.
3 stocks winning from the enterprise software ‘Revolution’
The enterprise software market is booming with $5.1 trillion in IT spending projected for 2024. 3 key players are leading the way, transforming IT with their powerful platforms.
Tech not dead: 5 big investment opportunities in tech today
Our latest whitepaper revealed how new waves of innovation, particularly in AI, are fueling a new phase of growth in tech. Despite the recent stock price drawdowns, the future for tech is bright, particularly in AI, and we highlight companies with huge growth opportunities and cheap valuations.
Investors can find great bargains in this myopic market if they focus on Ben Graham’s dictum that the market is a long-term “weighing machine”
Benjamin Graham, the father of ‘value investing’, once famously said that in the short run the market is a “voting machine”, but in the long run it is a “weighing machine”. Sentiment determines short-term prices, however fundamentals and performance dictate price in the long run.