The SaaSmageddon has longer to run. The narrative that AI will compete with software incumbents is only just taking hold and will take time to run its course in markets. This will eventually give way to the realisation that in many cases AI competitors simply so not have the

The capitulators:

I feel like $XRO.ax *should* be a big beneficiary of AI. They are perfectly placed to build tax and general accounting AI products that they can then distribute to their huge customer base. I know when I contact my accountant the first thing they ask me to do is reconcile my

I hate this framing - the idea that peoples money is "forgone revenue".

If the market starts valuing $GOOG like a railway - instead of a search business that biannually the market thinks is being disrupted and going to zero - the multiple is going *way* up.

PayPal $PYPL game plan if I was CEO: - increase my own salary - award myself stock - spend billions acquiring another business - call it transformative - go on holiday - increase my own salary again (holiday was not cheap) - stack the Board with "indepednent" Directors who are my

This guy complaining about Pauline is really ironic

Its going so much higher if this is tje short view

My taxes have funded things you wouldn't believe

We have theatre kids running the country

Big true

$HUM.ax proxies for the upcoming EGM must be overwhelmingly FOR rolling this Board. Vote if you haven't. The Chairman has a big stake we need to overcome. Every vote counts!

$HUM.ax

Atlassian stock is down 73% over 1 year. I suspect the funding for this will not last. afr.com/wealth/people/…