13min chapter

Invest Like the Best with Patrick O'Shaughnessy cover image

Robert Smith - Investing in Enterprise Software - [Invest Like the Best, EP.291]

Invest Like the Best with Patrick O'Shaughnessy

CHAPTER

Navigating Capital Cycles and Innovation

This chapter explores the impact of capital cycles on traditional and software industries, particularly after the financial crisis and COVID-19. It emphasizes the importance of disciplined investment strategies, talent diversity, and accountability in fostering innovation and value creation. Additionally, it discusses the geographical considerations for talent acquisition and the lessons learned from past operational challenges within the enterprise software sector.

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