0:00 Intro
1:02 Why Noland is at SaaStr this year
1:40 Topic 1: Recapping 2024 SaaStr
5:24 Topic 2: Trends and Takeaways from SaaStr
Software companies and, consequently, software stocks, have been on a rollercoaster ride over the last three years. Rising interest rates and the emergence of AI are just two of the many challenges facing the software industry.
In this week's Jarvis® Update, we take a slightly different direction than in our normal videos. CEO Noland Langford joins Director of Research, Brian Dress, live from the 2024 SaaStr Conference in San Mateo, CA. SaaStr is a huge gathering of both leading and emerging software-as-a-service (SaaS) companies from all over the world.
Noland is clear that he is attending the conference to look for new investment opportunities for Left Brain clients. Growth is central to the Left Brain strategy and finding new avenues to deliver growth is always a high priority for us.
Noland shares some of the companies that surprised and impressed him most in face-to-face meetings. He also covers themes that seem to be universal in the software business today.
We close out the episode with a lengthy discussion of how AI is impacting the software business, for better or worse.
Topic 1: Recapping the SaaStr Conference
Topic 2: Trends and Takeaways from SaaStr
We happen to think growth is important for investors in all phases of life. To hear how we are incorporating what we've learned at SaaStr for our clients, get in touch with us using the contact info below.
Get on Brian's calendar directly to discuss a plan for Build, Grow, and Preserve Your Wealth and to find longer-term rates of return on your cash, along with avenues of growth here.
To check out our website, head over to https://leftbrainwm.com/
If you would like more information about our model portfolios head to https://leftbrainwm.com/report.
Email Brian at briand@leftbrainwm.com for details.
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