Feb. 5 at 2:44 AM
AI fears are driving a broad selloff in software stocks, but not all software is equally vulnerable. In my latest in a series of pieces sorting out the noise in what has come to be called the “SaaSpocalypse”, I used a framework from Thoma Bravo to sort likely survivors from value destruction. Specialization and deep, domain expertise matters more than ever.
"A Thoma Bravo Lens On Sorting SaaSpocalypse Survivors"
https://drduru.com/onetwentytwo/2026/02/04/a-thoma-bravo-lens-on-sorting-saaspocalypse-survivors/
#SoftwareStocks #ArtificialIntelligence #SaaS #PrivateEquity #Investing #MarketVolatility
$MNDY $LZ