Deutsche Bank's views on the discount in SaaS stocks.
1. Software Sector Over-Discounted on AI: Stocks down over 20% YTD with 21% multiple compression; DB identifies $CLBT, $CRM, $INTU, $NOW as compelling Buys using GenAI resilience scorecard and valuation metrics (GAAP EPS/FCF, SBC multiples).
2. Barriers to Exit Drive Disruption Risk: Primary factor determining resilience; lower scores (retention rates, data moats, ecosystem strength) signal higher AI disruption vulnerability, overriding product innovation focus.
@bennpeifert@PhenomenalPoto The real question is what can we do about it? It feels like we're on an unstoppable path to pure fascism more and more each day
@Trinhnomics@TheZachBroyles Another falsehood, you've misread his statement. Theft under $950 is still a crime, but a misdemeanor rather than a felony.
https://t.co/m8lxAoL0vz
@johnscharts By what the hell is happening do you mean what the hell happened to your critical reasoning skills, or have you always just parroted misinformation?
This dude bought a social media platform for 44 billion USD, changed the algorithm so that everyone has to look at his posts, donated 45 million (probably for tax breaks) to Trump and is now doing a full campaign run for him.
Yet he has the audacity to write something like this.