Magic Markets

Magic Markets #269: SaaSpocalypse - Surviving the Shock

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AI is eating software, with the market response being nothing short of brutal. The once-loved Software-as-a-Service (SaaS) stocks have been crushed, with valuation multiples back to levels seen during the Global Financial Crisis.

Is the golden age of SaaS over? Has the market perhaps overreacted to the risks?

From Adobe and Salesforce to Microsoft, Alphabet, Intuit and ServiceNow, Mohammed Nalla and The Finance Ghost discuss the important of real moats, critical data and pricing power.

Today’s Topics:

  • Why SaaS stocks are being punished while the broader market holds up
  • AI as a margin killer vs a moat builder
  • Price‑to‑sales multiples collapsing to Global Financial Crisis levels
  • Which software businesses still control sensitive, mission‑critical data
  • The growing divergence between platform giants and pure‑play SaaS
  • Survivors, casualties, and where selective long‑term opportunities may lie

    • Get in touch:

    • The Magic Markets Website
    • @MagicMarketsPod, @FinanceGhost, and @MohammedNalla (all on X)
    • Pop us a note on LinkedIn

      • Disclaimer: This podcast is for informational purposes only and does not constitute financial or investment advice. Please speak to your personal financial advisor.

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