Public Software Stocks
topic on 3 shows · 4 statements across 4 episodes
the Official SaaStr Podcast 
Invest Like the Best 
20VC
4 statements about Public Software Stocks, every show
Lemkin: Public Software Stocks Trade at S&P 500 Discount for First Time
“Public software stocks, for the first time ever, are trading at a discount to the overall S&P.”
Mitchell Green: Best Risk-Adjusted Returns Right Now Are in Public Software
“I think the best Chris suggested returns right now are in
Public software names.”
Lemkin: Public SaaS revenue growth has dropped to nearly 10% annualized
“As a cohort, public Software stocks are approaching, have fallen to almost 10% growth annualized.”
Lemkin: Top 25 public software stocks slowed every quarter since Q1 2022
“Every single quarter since Q one of 20, 22 growth has slowed for the, for all public software stocks. Every single quarter it has slowed and it continues to slow. And there are a handful of folks that have reaccelerated like Mongo and Palantir. And there are a…”