55 min
How to Invest in Enterprise Software in 2024 The 7investing Podcast
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- Investering
Enterprise software is so intriguing to investors. The rise of mega-platforms like Meta Platforms (Nasdaq: META), powerful SaaS forces like Salesforce (Nasdaq: CRM), and micro-computer software providers like Microsoft (Nasdaq: MSFT) have created several of the best-performing stocks of the past two decades.
But things move fast in this innovative field. And we're living in an entirely different digital world today.
Enterprises have laid off hundreds of thousands of tech employees in recent years and have begun harnessing the power of generative AI. And a renewed focus on efficiency has led them to consolidate vendors, especially in somewhat-redundant fields like cybersecurity protection.
Will the next decade or two also feature the same pool of outperformers? Will the software companies of the Magnificent 7 still remain at the top of the market? Or will we see a new wave of AI-native competitors displace them?
In the second episode of 7investing advisors Anirban Mahanti and Simon Erickson's latest podcast series, the two discuss the enterprise software industry from an investor's perspective.
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Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
Enterprise software is so intriguing to investors. The rise of mega-platforms like Meta Platforms (Nasdaq: META), powerful SaaS forces like Salesforce (Nasdaq: CRM), and micro-computer software providers like Microsoft (Nasdaq: MSFT) have created several of the best-performing stocks of the past two decades.
But things move fast in this innovative field. And we're living in an entirely different digital world today.
Enterprises have laid off hundreds of thousands of tech employees in recent years and have begun harnessing the power of generative AI. And a renewed focus on efficiency has led them to consolidate vendors, especially in somewhat-redundant fields like cybersecurity protection.
Will the next decade or two also feature the same pool of outperformers? Will the software companies of the Magnificent 7 still remain at the top of the market? Or will we see a new wave of AI-native competitors displace them?
In the second episode of 7investing advisors Anirban Mahanti and Simon Erickson's latest podcast series, the two discuss the enterprise software industry from an investor's perspective.
---
Send in a voice message: https://podcasters.spotify.com/pod/show/7investing/message
55 min