Day

February 3, 2026
The great subsuming of software continues, with the IGV down sharply for another 4.7%, placing SAAS and other software related names firmly in a bear market. Some of these names aren’t SAAS, but are caught up in the maelstrom via program selling ETFs — such as CRWD. I think it is a buy.We managed to...
Read More

Text Widget

Nulla vitae elit libero, a pharetra augue. Nulla vitae elit libero, a pharetra augue. Nulla vitae elit libero, a pharetra augue. Donec sed odio dui. Etiam porta sem malesuada.

Our Cases