Investing With The Whales | Episode 22 | Interview with Peter Offringa
In the 22nd episode of Investing With The Whales, I interview Peter Offringa, Founder of Software Stack Investing Blog
This episode is brought to you by Lupton Capital – www.LuptonCapital.com
Hello everyone,
In the 22nd episode of Investing With The Whales, I interview Peter Offringa, Founder of Software Stack Investing Blog.
Follow Peter on Twitter and check out Software Stack Investing blog.
Topics discussed: state of software and cloud, growth at all cost in SaaS, current headwinds in cloud, macro, 2024 setup, subscription model vs. consumption model, VC headwind, cybersecurity, moving to cloud trend, M&A in software/cloud, AI for software and cloud, competitive advantages, Databricks, founder-led companies
Stocks covered in detail: CRWD, CFLT, NET, SNOW, DDOG
Stocks mentioned: FSLY, NET, PANW, ZS, S, TWLO, OKTA
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