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SECTOR ETFIGVWCLDMIXEDSubstantive discussion · 3/5

No single ticker was named. Cloud & software ETFs are one way for retail investors to get exposure. Not a recommendation.

Overvalued SaaS faces buyout buyout wave

A case was made that legacy software-as-a-service companies valued during peak cycles will increasingly become leveraged buyout targets for private equity.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Overvalued SaaS faces buyout buyout wave · Zortix