Software in Crosshairs

I came across this tweet on last Friday that indicates that the first trading day in 2026 was the worst day for software stocks since 2009 (and third worst in the last 20 years)!

During the holidays, I came across several pieces on the current and future potential state of software companies which I will discuss behind the paywall.

In addition to “Daily Dose” (yes, DAILY) like this, MBI Deep Dives publishes one Deep Dive on a publicly listed company every month. You can find all the 65 Deep Dives here