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Gavin Baker – Investing Through a Bear Market - [Invest Like the Best, EP.167]
Invest Like the Best with Patrick O'Shaughnessy
Is Softword Better Than First Lean Debt?
Sophohore: There is no such thing as truly recurring revenue. In eight o nine, software was seven to ten per cent of i t spend. To day with softwor at thirty per cent, and soft word plus cloud at fifty per cent, if budgets are going to get cut,. Soft wor is going to get hurt. You don't want to be the company that drives a major industry into bankruptcy. Whooul push comes to shov the softer companies argong to blink....
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