Tim buyers caught up with tim white to talk about why some soft war is sticky and some is skippable. As companies are evaluating their costs going into tougher economic conditions, they're really looking at ways to save money. Sometimes it's not necessarily the the sopware itself that is the issue. It may be when a free tier option comes up and you are looking to cut coss sometimes those free tier options are amazing,. And you decidey, i'm going to switch right?
"The best time to buy is when pessimism is prevalent." (0:21) John Rotonti discusses: - Why the rise in investor pessimism gets him excited to go shopping for investments - What he's watching - A mind-blowing stat about how important it is to stay invested in the market (10:30) Tim Beyers talks with Tim White about which SaaS companies have sticky software (as opposed to skippable). Stocks mentioned: FDX, KKR, ADBE, SQSP, SHOP, TEAM, HUBS, CRM Host: Chris Hill Guests: John Rotonti, Tim Beyers, Tim White Engineers: Dan Boyd, Rick Engdahl
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