Software Stocks
topic on 4 shows · 4 statements across 4 episodes
the Official SaaStr Podcast 
Capital Allocators 
All-In 
20VC
4 statements about Software Stocks, every show
Green: Software stocks will remain dead money for a quarter or two
“What you're going to see is they're going to take numbers down at a bunch of companies. Give it a quarter or two. Companies will start to then, you know, beat numbers. Then they'll raise the numbers, and the stocks will start to work. But it's probably dead mo…”
Lemkin: The Trade Desk is the worst-performing software stock over 12 months
“The worst performing software stock of the last 12 months is the Trade Desk, just destroyed by all of this.”
Gerstner: 90% of falling SaaS stocks deserve to be down
“I said, listen, they're all down and 90% of them deserve to be down.”
Ayer: WCM Faced Client Pushback Selling Software Before 40% Rally
“During those months that what we had sold was snapping back, you'd get email chatter internally. We'd do client calls and be like, are you sure you guys made the right moves here? These software stocks, for instance, are up 40% in the last month. You just sold…”