8 ms·
Well, software already had a ~25% repricing last February, and plenty of SaaS names were down 30–50%. Now for that to hit the whole stock market at once (not ju
by mickelsen 3mo ago
Well, software already had a ~25% repricing last February, and plenty of SaaS names were down 30–50%. Now for that to hit the whole stock market at once (not just the Nasdaq), I guess you'd need some sort of macro / liquidity event or black swan. High valuations alone just won't do it.