Calls
5
#318
Alpha Score 68.6
Sarat Sethi
Managing Partner, DCLA
Win Rate
80.0%
return
+5.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 13
$165.66
+3.1%
Specific software names Intuit, Workday, Salesforce, and Roper Technologies have strong moats, forward-looking management, and are undervalued at current levels. He owns them in his core portfolio and expects them to be 40-50% higher over time, driven by earnings growth and cash flow stability.
AI Software
Long
May 13
$88.63
+4.7%
Software as a sector is making a comeback because it is now trading at 10-12 times cash flow, down from 20 times a year ago, while earnings are still growing 8-10% and balance sheets carry almost no debt. This valuation compression creates a compelling entry point for long-term investors, especially as software companies are integrating AI and remain essential.
Thematic ETFs
Long
May 13
$376.83
-22.8%
Specific software names Intuit, Workday, Salesforce, and Roper Technologies have strong moats, forward-looking management, and are undervalued at current levels. He owns them in his core portfolio and expects them to be 40-50% higher over time, driven by earnings growth and cash flow stability.
AI Software
Long
May 13
$316.65
+14.7%
Specific software names Intuit, Workday, Salesforce, and Roper Technologies have strong moats, forward-looking management, and are undervalued at current levels. He owns them in his core portfolio and expects them to be 40-50% higher over time, driven by earnings growth and cash flow stability.
Industrial Automation
Long
May 13
$114.78
+26.1%
Specific software names Intuit, Workday, Salesforce, and Roper Technologies have strong moats, forward-looking management, and are undervalued at current levels. He owns them in his core portfolio and expects them to be 40-50% higher over time, driven by earnings growth and cash flow stability.
AI Software
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Sarat Sethi has 5 trade ideas tracked on Buzzberg across 5 tickers since February 2026. Ranked #318 on the Buzzberg Alpha leaderboard. Most covered: IGV, CRM, INTU.
