Stocks Neat
Stocks Neat by Forager Funds - the podcast talking sips and stocks, with nothing watered down. Each month, join Steve Johnson and Gareth Brown for a drink as they talk share markets and taste-test some of whisky's finest. www.foragerfunds.com
Stocks Neat
Judgment Day for SaaS? A Forager's Perspective on the AI Sell-Off
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Has AI brought Judgment Day for SaaS, or just created a new hunting ground for investors willing to be selective?
In this episode of Stocks Neat, Steve Johnson and Gareth Brown explore the sell-off across global software, the businesses most exposed to disruption, and the ones they believe remain sticky, embedded and undervalued.
With contributions from portfolio manager Alex Shevelev on the Australian market and analyst Bella Foley on Japan, the episode sets out the framework Forager is using to separate disruption from opportunity.