Software companies

What experts have said about Software companies

3 statements · 3 positive

1. Steve JohnsonPositiveOct 5, 2026· Equity Mates Investing Podcast

   Pessimism toward software businesses was excessive.

   “I think the pessimism that came in was way, way overdone.”

   Listen at 17:42

   Open the episode · Steve Johnson: What the market is missing about the AI boom
2. Michael FrazisPositiveSep 3, 2026· Equity Mates Investing Podcast

   Software companies maintaining 20–25% growth may outperform through year-end

   “The ones that accelerate and are able to accelerate or even just maintain, you know, 20%, 25% growth are probably going to be really strong performers for the rest of the year”

   Listen at 18:22

   Open the episode · Knowing when to sell: How growth investor Michael Frazis manages risk
3. William AckmanPositiveJun 3, 2026· All-In with Chamath, Jason, Sacks & Friedberg

   Software companies should maximize their use of AI.

   “if you're a software company today, you have to be as AI enabled as you can”

   Listen at 7:09

   Open the episode · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.