Understanding Shrinkflation and Business Software

"Who has pricing power?" may be a less relevant question these days. (0:25) Jason Moser discusses: - The strength of a company's balance sheet becoming more important - Increasing data that customers are starting to spend less - Shrinkflation being a tool some (but not all) companies can employ - Net expansion being a key metric to watch

(14:45) Sanmeet Deo joins Jason to talk about the potential applications for VR in the healthcare industry and a mid-cap company that may have advantages over the tech giants in the space.

Stocks discussed: KR, ZM, CRM, MSFT, OKTA, META AAPL, PEN Host: Chris Hill Guests: Jason Moser, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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