Software Mortal Kombat
Choose Your Fighter - ZS, INTU, PANW, NOW, TEAM, CRM, ZETA, MSFT
Hunting for Asymmetric Upside in Oversold Software
The last few weeks have been a full‑on sentiment reset for growth and software. AI “disruption” headlines, tariff chatter, and a sharp factor rotation have taken a flamethrower to anything with a recurring revenue line and a premium multiple.
That’s exactly the environment where it pays to separate broken…
