software stocks

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 27, 2025 by Sanjay Ayer · across every show →

Everything said about software stocks, oldest first

Oct 27, 2025 negative
Disclosure
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…”
Sanjay Ayer Oct 27, 2025 ▶ 18:30 Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
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