DB Software Musings
DB, Software MusingsSoftware, Tech Investing
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 12 | Subscribers | Read | softwaremusings.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
ORCL: Now What?
As a follow-up to the initial note (https://softwaremusings.substack.com/publish/post/82663905).
Who's Going to Consolidate all These Software Companies?
Lina Khan this, Lina Khan that. Every time i speak to an investor, the response to the lack of M&A has been government’s opposition to big tech consolidation. Yes that’s true to some extent, but I’d postulate that this is a very small part ...
Cloud Penetration
Thought I’d share some of the work we’ve recently done to calibrate the total level of cloud penetration across apps and infrastructure. Hope its helpful.
Next year's long/short experiment
Last year, I had the simple premise that a long large cap SW basket would significantly outperform an industrial basket given the relative valuation dislocation. See:
Authors
The writers behind this newsletter.
Not investment advice obviously. most of the posts will make you poor.
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