Judgment Day for SaaS? A Forager's Perspective on the AI Sell-Off

About this episode

The episode discusses the impact of AI on SaaS and identifies investment opportunities amidst the software sell-off.

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 For...

People in this episode

Hosts: Steve Johnson, Gareth Brown

Topics covered

• SaaS
• AI
• investing
• software sell-off
• market analysis
• disruption
• valuation

Keywords

• SaaS
• AI
• software
• investing
• market analysis
• disruption
• valuation
• Australia
• Japan

Mentioned in this episode

Organizations: Forager Funds, SaaS, AI

Places: Australia, Japan