SaaS-pocalypse Opportunities in MSFT, AMZN, PLTR, NOW & Others
Schwab Network · Schwab Network
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Show Notes
There are short-term opportunities in the SaaS-pocalypse, says John Freeman, but you need to be careful in the software names you look at. Names he sees rebounding in the space include ServiceNow (NOW), Microsoft (MSFT), and Amazon (AMZN). Scott Kessler adds color to the commentary by saying not to paint the entire sector "with a broad brush." Enterprise relationships and platformization are two key signs of strength Scott urges investors to watch for in software companies.
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