"Mitchell Green argued that the recent sell-off in public software stocks is an overreaction, creating a compelling buying opportunity in cash-generative incumbents with strong distribution and data."

"Rapidly growing payroll disruptors have substantial TAM runway remaining despite market penetration narratives, as legacy incumbents still control the vast majority of market share."

"Under Kevin Warsh, the Federal Reserve is launching a taskforce to integrate real-time private sector data to fix historical lag in monetary policy decisions."