Invest Like the Best with Patrick O'Shaughnessy

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

51 snips
Aug 23, 2022
Joining the conversation is Robert Smith, the Founder and CEO of Vista Equity Partners, a leader in software-focused investments. He dives into the untapped opportunities in enterprise software and the critical role of understanding customer churn for revenue assessment. Smith highlights how capital cycles shape both traditional and tech industries, stressing the need for disciplined investment practices. The discussion also touches on the importance of nurturing LP relationships and the impact of innovation across the software landscape.
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INSIGHT

Enterprise Software's Impact

  • Enterprise software has revolutionized industries by digitizing operations and workflows, leading to massive efficiency gains.
  • This digitization also creates new data insights and opportunities for further optimization through predictive analysis and AI.
INSIGHT

Early Stages of Enterprise Software

  • The enterprise software sector is still in its early stages of development, with vast potential for future growth.
  • The ability to access and analyze digitized data is key to unlocking further productivity gains, but talent acquisition remains a constraint.
ADVICE

Engineered Approach to Investing

  • Focus on building systemic solutions that scale, not episodic fixes.
  • Identify best practices, work with management teams, and address operational improvements for value creation.
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