Mid-cap software Loading... : Investor Sentiment and Bull/Bear Views
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Price change since each call, adjusted for long/short direction. Results calculated:
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16:04
Jan 21
Jan 21
Public software is overly punished.
Fear that AI will destroy software is overdone; software companies have distribution, customer service, and product moats, and mid-cap public software names with high retention are trading at very cheap multiples after the selloff, making them attractive.
HIGH
About Mid-cap software Investor Commentary
Across the available history and selected sources, Buzzberg tracks Mid-cap software across 1 sources: 1 bullish vs 0 bearish calls from 1 authors. Historical directional balance: 100% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 1 total trade idea tracked. Latest voices: Mitchell Green.