software businesses
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Nov 1, 2021 by Savneet Singh · across every show →
Everything said about software businesses, oldest first
Nov 1, 2021 bullish
Singh: A 30-year-old Warren Buffett would exclusively buy software businesses today
“If Warren Buffett was 30 years old, he'd just be buying software businesses, because they have every aspect of a great business that he talks about. They've got massive moats. You can raise price every year. Customers are happy. It's this beautiful flywheel of…”
Jun 23, 2025
MacArthur: Software is now the single biggest sector in private equity buyouts
“In the 19 nineties, if you said, hey, let's go get some software businesses and lever them up, and that'll be a great way to do a buyout, people would have laughed at you. That was not the buyout industry, and now it's the single biggest sector in all the buyo…”