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Ben Brostoff
Software engineer at Klaviyo and writer behind the Stock Talk newsletter on Substack. Shares investing insights and analysis on microcap companies, software, and technology.
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Jun 11, 2025
• 50min
Constructing a Software Investing Thesis in the Age of AI with Ben Brostoff, Editor/Writer of the Stock Talk Newsletter
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Ben Brostoff, a software engineer at Klaviyo and the mind behind the Stock Talk newsletter, shares his unique perspective on microcap investing. He reveals his strategy of targeting 8–10% returns while mitigating risks. Ben discusses how AI alters the evaluation of software companies and highlights the importance of thorough due diligence. His journey from investment banking to tech informs his insights on competitive advantages in the SaaS space. Listeners will appreciate his actionable frameworks and essential tips for navigating the complexities of investing in this dynamic sector.
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