public software stocks

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 11, 2026 by Jason Lemkin · across every show →

Everything said about public software stocks, oldest first

Jun 11, 2026 negative

Assertion Partly supported

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.”

Jason Lemkin Jun 11, 2026 ▶ 12:56 $4 Trillion in IPOs, $100B in M&A, and Why B2B Spend is Booming

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public software stocks

Everything said about public software stocks, oldest first

Turn any episode into a week of clips.