Analyst Rob Oliver Discusses the Software Sector on The Real Eisman Playbook

Equities

Rob Oliver, Baird Senior Research Analyst covering Software & SaaS, was interviewed by Steve Eisman on The Real Eisman Playbook podcast. The conversation explores the challenges facing the software sector over the past year, from compressed valuations to shaken investor confidence. The discussion examines which companies are best positioned to withstand the turbulence and why many software investors remain hesitant to buy.

You can listen to the full discussion on YouTube, Apple, or Spotify.

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