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Everyone’s Selling Software. Should You Be Buying?
The sector is at its most oversold level since 2018. Here’s the bull and bear case.
Feb 11
•
Eric Soda
5
2
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Investing Update: Who's Selling? You Need To Know
What I'm buying, selling & watching
Feb 7
•
Eric Soda
6
3
Retail Investors: The New Smart Money
How COVID Turned Retail Investors Into a Market Force
Feb 4
•
Eric Soda
12
3
Investing Update: An Opportunity In Software?
What I'm buying, selling & watching
Jan 31
•
Eric Soda
10
5
The Netflix Identity Crisis
Is the 36% Off Sale a Bargain or a Warning?
Jan 28
•
Eric Soda
11
1
Investing Update: Are Tech Stocks Rested & Ready?
What I'm buying, selling & watching
Jan 24
•
Eric Soda
5
2
The Sun Will Rise
Why bad days don’t get the final say
Jan 21
•
Eric Soda
11
3
Portfolio Update
Doubling down on my #1 conviction for 2026
Jan 20
•
Eric Soda
5
1
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