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Cheap Software Stocks

In depth research and information on cheap software stocks.

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Substack
PricingFreemiumPublishesWeekly
Issues15Founded4 months agoLast Issue12 days ago
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Latest Issues

Lantronix (NASDAQ: LTRX) — A Value Investor’s Memo

Why I Looked, and What I Found

After thirty years of turning over rocks in micro-cap land, I’ve developed a reflex: when a stock doubles on the word “drones,” I don’t ask whether the story is exciting. I ask what the business earned bef...

12 days ago
6
1

A full reckoning of Magnite, Inc. (NASDAQ: MGNI) — the toll-taker on the river of streaming dollars, told straight and told long, with the valuation hammered flat

Initiating coverage in spontaneous prose · ~$19 the tape · ten-and-a-half-times-forward the sin

The thesis in a breath: A de-levered, cash-gushing, connected-TV compounder trading at ~10.5x next year’s EBITDA and ~15x free cash flow — a mu...

22 days ago
9
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Salesforce Just Set a Record No One Wanted

The setup

Through the Monday, June 22, 2026 close, Salesforce ($CRM) had fallen for 14 consecutive trading sessions — every session since June 1. According to data compiled by MarketWatch and Morningstar, that is the longest losing stre...

a month ago
7

The $240M SaaS Nobody's Watching: Inside Commerce.com ($CMRC)

The 30-second take: CMRC trades at $2.91 — roughly 0.70x sales for a business growing the top line in the low-single digits but with rapidly shrinking losses and real free cash flow. It’s cheap for a reason (decelerating growth, brutal comp...

2 months ago
5

Magnite: The Other End of the Pipe

The largest independent sell-side platform just posted its best year as a public company. The stock fell almost in half. Here is what is actually going on.

In the last piece I wrote about The Trade Desk, I noted almost in passing that whil...

2 months ago
7
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  • Cheap Software Stocks

    High-value software stocks at discount prices. Each week, we uncover overlooked tech companies with real profits and room to run. No hype—just asymmetric bets in SaaS, AI, and cloud.

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