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Which podcasts are discussing TEAM?
13 ATTRIBUTED IDEAS · 9 EPISODES · 3 SHOWS
The shows
The Twenty Minute VC
Yet Another Value Podcast
CNBC Fast Money
Where the discussion went deepest
7 MAY7 MAYTHE TWENTY MINUTE VC · 3:15
SaaS reacceleration: Atlassian and Twilio as models
“The case argued: Atlassian and Twilio's recent strong earnings show a potential end to the 'SaaS apocalypse' for companies that can either monetize AI with their existing base or attract new AI-driven customers.”
20VC: Mag7 Earnings: Google & Amazon Win - Meta and Microsoft Falter | Anthropic's $50BN Raise & What it Means for a Potential IPO | Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over?
Core thesis · 5/5Verify in source →
23 APR23 APRYET ANOTHER VALUE PODCAST · 10:30
SaaS sell-off overblown on AI disruption fears
“The guest argued the 'SaaSpocalypse' narrative is exaggerated, creating a generational opportunity to buy high-quality software companies at distressed valuations.”
Investing in the SaaSpocalypse with Heller House's Marcelo Lima · with Heller House's Marcelo Lima
Core thesis · 5/5Verify in source →
23 APR23 APRYET ANOTHER VALUE PODCAST · 12:45
AI as a productivity tool for incumbents, not disruptors
“The guest's thesis was that AI (like Claude Code) primarily accelerates the development roadmaps of existing software companies rather than enabling non-software companies to become software geniuses.”
Investing in the SaaSpocalypse with Heller House's Marcelo Lima · with Heller House's Marcelo Lima
In depth · 4/5Verify in source →
16 MAR16 MARTHE TWENTY MINUTE VC · 20:00
Atlassian oversold, Monday rightly priced
“Applying the eight-moat framework, the guest agreed that Atlassian is likely being massively oversold while Monday.com's valuation decline may be more justified.”
20VC: The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI · with Gokul Rajaram
In depth · 4/5Verify in source →
12 MAR12 MARTHE TWENTY MINUTE VC · 02:30
Atlassian as the reacceleration value pick
“The speaker's sole investment thesis is 'reacceleration,' and he argued Atlassian is the standout value pick because it is a downbeat name that is showing reacceleration.”
20VC: Anthropic vs The Pentagon: Who Wins | The Ultimate Stock Picks: What to Buy | The Data Centre Arms Race: Is the Capex War Stalling
In depth · 4/5Verify in source →
12 MAR12 MARTHE TWENTY MINUTE VC · 16:40
Rory's buckets: value, GARP, AI-fear overshoot
“Rory presented a tiered investment approach: value in salvaged SaaS (CRM, TEAM), reasonably priced growth (TOST, INTU), and high-growth companies where AI fear is overdone (CRWD).”
20VC: Anthropic vs The Pentagon: Who Wins | The Ultimate Stock Picks: What to Buy | The Data Centre Arms Race: Is the Capex War Stalling
In depth · 4/5Verify in source →
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