Market momentum driving institutional software selling
The discussion highlighted that the recent sharp sell-off in software stocks, including Constellation, is partly driven by non-investment reasons like momentum flows and institutional performance pressure, creating potential mispricings.
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The story so far
CONTESTED · 16 MENTIONS · 14 EPISODES · 6 SHOWS
12 SEP 2025 — 3 AUG 2026 · 2W AGO
7 SUPPORT · 1 CHALLENGE · 2 REPEAT · 6 MENTIONED
- GOLDMAN SACHS EXCHANGES: THE MARKETS
- ANIMAL SPIRITS
- THE COMPOUND AND FRIENDS
- WE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK
- Market momentum driving institutional software selling · THIS IDEA
4 EPISODES BETWEEN · 4 MENTIONS
- THE COMPOUND AND FRIENDS
- THE COMPOUND AND FRIENDS
- THE TWENTY MINUTE VC
- THE COMPOUND AND FRIENDS
- THE COMPOUND AND FRIENDS
- THE COMPOUND AND FRIENDS · 2 MENTIONS
- ANIMAL SPIRITS · 2 MENTIONS
- CNBC FAST MONEY
- CNBC FAST MONEY
- CNBC FAST MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD