I think that’s [things are going to get really weird] a pretty good bet. If you bet on weirdness, if there is a weirdness index.
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I think that’s [things are going to get really weird] a pretty good bet. If you bet on weirdness, if there is a weirdness index.
This is a good episode of Odd Lots where Jared Sleeper, an investor at Avenir, breaks down why this seems to be happening all of a sudden.
A bunch of good in-the-weeds details about how software is priced vs. where the value is, how software companies tend to report earnings (non-GAAP) which can also mean that they’re not in nearly as strong a financial position as they might seem, and a recommendation to build the weirdness index.