Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals
Frederik Journals
00:00
The Competitive Advantages of Software Companies
You mentioned that they have sort of a database of, I don't know, 50,000 potential acquisitions. And now there's plenty of competition of, you know, large private equity firms that just do software. So how do you think about, I guess, their process and the pros and cons? The question of whether they can continue that when there's now a lot more bidders.
Play episode from 20:09
Transcript
