Why Wall Street Is Wrong About the SaaSpocalypse
A Contrarian View on the Biggest Software Selloff Since 2022 The IGV software ETF is down ~17% year-to-date. Roughly $1 trillion in market cap erased since the start of the year. Atlassian down 48%. Asana down 42%. GitLab down 34%. Intuit and DocuSign — both down 28%. CNBC journalists building apps on live television. The … Continue reading Why Wall Street Is Wrong About the SaaSpocalypse
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