(un)conventional wisdom
David RobinsonReflections on software investing, market trends, and other topics from a private equity perspective with a lower middle market spin.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 15 | Founded | 3 years ago | Last Issue | 8 months ago |
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someunconventionalwisdom.substack.c...Latest Issues
ParkerGale Indices: Second Quarter Recap and Second Half Outlook
Summary
We’re updating our indices that track public software companies, recapping second quarter results, and discussing what to anticipate for the remainder of 2025. The end of the third quarter is quickly approaching, and software compa...
ParkerGale Indices: First Quarter 2025 Recap
Summary
We’re updating our indices that track public software companies and recapping first quarter results. Although we published our last update before Liberation Day, I contend that investors have less certainty than before, even after...
ParkerGale Indices: A Look Back at 2024 Results and Near-Term Catalysts
Summary
We’re updating our indices that track public software companies, recapping full-year results, and sharing outlooks for 2025. Three months into the new year, investors are contending with heightened market uncertainty, largely drive...
Our Investment Thesis Template
Since ParkerGale created the Research team three years ago, we’ve welcomed three research intern classes, added our first associate, and scaled the investment thesis process. Our work has culminated in a new investment thesis each month and...
ParkerGale Indices: A Look Ahead to the Third Quarter and Second Quarter 2024 Earnings Recap
Summary
We are updating our indices that track public software companies, recapping second quarter earnings, and examining growth expectations for the remainder of the year.
In September, the Fed reduced interest rates by 50 basis points,...
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Authors
The writers behind this newsletter.
Head of Research at ParkerGale Capital, a Chicago-based software-focused private equity firm. I lead research efforts for ParkerGale, evaluating industries and technology trends and bringing broader market perspective into the firm.
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