gfp Posted January 13 Posted January 13 12 minutes ago, brobro777 said: Why couldn't I wait a few days to buy ADBE! Ouch! Look at a chart of Microsoft - we are in the early innings of a massive rotation out of software, which has been the primary driver of wealth creation in the S&P 500 for at least 15 years. Give the physical world a chance to make people rich for a bit
Longnose Posted January 13 Posted January 13 1 hour ago, Junior R said: Why is software names getting hit today? I agree with @gfp Its cuz of a massive rotation of big money out of software and chasing some of the FOMO in AI and into other sectors. But some of these software names are starting to feel very disconnected.
brobro777 Posted January 13 Posted January 13 2 hours ago, gfp said: Look at a chart of Microsoft - we are in the early innings of a massive rotation out of software, which has been the primary driver of wealth creation in the S&P 500 for at least 15 years. Give the physical world a chance to make people rich for a bit Physical? Like this? haha
Eldad Posted January 13 Posted January 13 Except of course for GOOGL who has won I guess. This time last year they had already lost.
Spekulatius Posted January 14 Posted January 14 5 hours ago, formthirteen said: What do you think about CRM and MNDY? MNDY already rebranded to "AI work platform": I don’t have a clue about MNDY. I try to stick to mission critical ERP like software. GTLB, HUBS and CRM meet the stickiness criteria, but MNDY probably not. I think HUBS competes with CRM and I think right now, it’s more attractively valued.
whatstheofficerproblem Posted January 14 Posted January 14 2 minutes ago, Spekulatius said: I don’t have a clue about MNDY. I try to stick to mission critical ERP like software. GTLB, HUBS and CRM meet the stickiness criteria, but MNDY probably not. I think HUBS competes with CRM and I think right now, it’s more attractively valued. Fwiw, non on-prem companies like using MNDY but it is only one of the many cloud only names, the competition there is high and don't think these smaller companies can spend enough turn MNDY around. Still can't believe this thing is worth more than GTLB. I bought some CVRX.
formthirteen Posted January 14 Posted January 14 5 hours ago, Spekulatius said: I don’t have a clue about MNDY. I try to stick to mission critical ERP like software. GTLB, HUBS and CRM meet the stickiness criteria, but MNDY probably not. I think HUBS competes with CRM and I think right now, it’s more attractively valued. Okay, that's a good way to think about these while there's risk of disruption. NOW probably also fits that category. 5 hours ago, whatstheofficerproblem said: Fwiw, non on-prem companies like using MNDY but it is only one of the many cloud only names, the competition there is high and don't think these smaller companies can spend enough turn MNDY around. Still can't believe this thing is worth more than GTLB. MNDY and GTLB have surprisingly similar numbers, maybe they are digital twins:
whatstheofficerproblem Posted January 14 Posted January 14 (edited) 1 hour ago, formthirteen said: MNDY and GTLB have surprisingly similar numbers, maybe they are digital twins: Except, one of them is mission critical and matters to enterprises who can spend more going fwd and also has an underpriced product for it's capabilities. The other needs to watch it's back from Asana. Also, $200M is a big difference given the growth rate plug. If growth rate of both companies slows down at a similar pace, the difference could still end anywhere between $500M-$1B+ after 5 years. Edited January 14 by whatstheofficerproblem
Spekulatius Posted January 14 Posted January 14 6 hours ago, formthirteen said: Okay, that's a good way to think about these while there's risk of disruption. NOW probably also fits that category. MNDY and GTLB have surprisingly similar numbers, maybe they are digital twins: NOW is a great business but it still trades like one (always has) at around 9x Revenues. About 15% lower and it deserves a hard look. They seem to be all over AI and I think they will benefit from it. Same with WDAY.
kh812000 Posted January 14 Posted January 14 On 1/9/2026 at 9:40 AM, kh812000 said: AD. Special situation undergoing transformational corporate restructure into a pure play to co. Sold wireless ops to TMUS for $4.4B and now disposing of its wireless spectrum, adding tenants to its 4449 cell towers with an average tenancy rate of 1 (vs 2 for pure play comps), significant margin expansion ahead as 40% elevated SG&A removed in 2026 as spectrum sold and strategic review sunsets in 2026. Fixed cost biz implies addition of tenants from 1 to 2 tenants/tower which is industry average will flow almost entirely to profits.... Array completes sale of select spectrum assets to AT&T for $1.018 billion Board declares special dividend of $10.25 per share CHICAGO (January 13, 2026) – Array Digital Infrastructure, Inc.SM (NYSE: AD) (ArraySM) today announced the successful closing of the previously announced agreement with AT&T (NYSE: T) to sell a portion of the Company’s retained spectrum licenses for total consideration of $1.018 billion. The transaction furthers the objective announced on May 28, 2024, to opportunistically monetize the spectrum that was not included in the sale to T-Mobile that closed on August 1, 2025. Following the close of the AT&T transaction, the Array Board of Directors has declared a special cash dividend of $10.25 per Common Share and Series A Common Share. The special dividend is payable on February 2, 2026, to shareholders of record on January 23, 2026. “We are pleased with the significant value realized in this sale,” said Anthony Carlson, President and CEO. “And we are continuing to return value to our shareholders in the form of a special dividend.
Malmqky Posted January 14 Posted January 14 (edited) CPNG LEAPS. Considering selling out of Berkshire and moving proceeds into CSU. Edited January 14 by Malmqky
nsx5200 Posted January 14 Posted January 14 Bought more CSU. It doesn't seem like the whole "AI is killing software development" narrative has softened yet, so the stocks of these potentially-impacted software companies have not bottomed out yet, IMHO.
whatstheofficerproblem Posted January 14 Posted January 14 1 hour ago, Malmqky said: Considering selling out of Berkshire and moving proceeds into CSU. An angel lost it's wings. It is sad to see BRK will no longer be the position it once was for the members here. Fate truly is cruel, when it was finally my turn to make money and piggyback off Buffett's compounding, he gets old and retires. But hey, I always have Cathie Woods amirite?
benchmark Posted January 14 Posted January 14 8 hours ago, Spekulatius said: NOW is a great business but it still trades like one (always has) at around 9x Revenues. About 15% lower and it deserves a hard look. They seem to be all over AI and I think they will benefit from it. Same with WDAY. I have a friend that works at NOW, and he said it's all ai fluff
JDM Posted January 14 Posted January 14 3 hours ago, kh812000 said: Array completes sale of select spectrum assets to AT&T for $1.018 billion Board declares special dividend of $10.25 per share CHICAGO (January 13, 2026) – Array Digital Infrastructure, Inc.SM (NYSE: AD) (ArraySM) today announced the successful closing of the previously announced agreement with AT&T (NYSE: T) to sell a portion of the Company’s retained spectrum licenses for total consideration of $1.018 billion. The transaction furthers the objective announced on May 28, 2024, to opportunistically monetize the spectrum that was not included in the sale to T-Mobile that closed on August 1, 2025. Following the close of the AT&T transaction, the Array Board of Directors has declared a special cash dividend of $10.25 per Common Share and Series A Common Share. The special dividend is payable on February 2, 2026, to shareholders of record on January 23, 2026. “We are pleased with the significant value realized in this sale,” said Anthony Carlson, President and CEO. “And we are continuing to return value to our shareholders in the form of a special dividend. Good call
hardcorevalue Posted January 14 Posted January 14 2 hours ago, nsx5200 said: Bought more CSU. It doesn't seem like the whole "AI is killing software development" narrative has softened yet, so the stocks of these potentially-impacted software companies have not bottomed out yet, IMHO. My advice to SaaS buyer is just wait for a while. The narrative is pretty horrible post Claude Cowork
WFF Posted January 15 Posted January 15 Initiated a position in Kweichou Maotai! I like what they are doing with iMaotai.
valueinvestor Posted January 15 Posted January 15 FBIO - FDA approval and PRV worth $100M - EV at $100M
Malmqky Posted January 15 Posted January 15 On 1/14/2026 at 1:25 PM, whatstheofficerproblem said: An angel lost it's wings. It is sad to see BRK will no longer be the position it once was for the members here. Fate truly is cruel, when it was finally my turn to make money and piggyback off Buffett's compounding, he gets old and retires. But hey, I always have Cathie Woods amirite? lol @ Cathie Woods Fwiw, I decided against touching Berkshire. I would still rather own it than the SP500, so I'll come up with cash otherways to buy more CSU
John Hjorth Posted January 15 Posted January 15 On 1/14/2026 at 8:25 PM, whatstheofficerproblem said: An angel lost it's wings. It is sad to see BRK will no longer be the position it once was for the members here. Fate truly is cruel, when it was finally my turn to make money and piggyback off Buffett's compounding, he gets old and retires. But hey, I always have Cathie Woods amirite? LOL! - @whatstheofficerproblem, You simply need to try to buy just one Berkshire Hathaway B share, and decide for your self to hold on to it , through thick and thin, ups and downs -for at least a decade. When I express 'hold on to it', it means even if you're low on both cash and booze! It's a feature actually, not a bug, that when it's up, you simply can't open the share, and drink it!
Longnose Posted January 15 Posted January 15 1 minute ago, John Hjorth said: You simply need to try to buy just one Berkshire Hathaway B share, and decide for your self to hold on to it , through thick and thin, ups and downs -for at least a decade. This is exactly what i did when I first started investing on my own. I still have that 1 and only BRK.B. I will never sell it. But I believe for me there are bigger fish to catch in the sea to grow my small sums of capital.
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