Gems in the software sell-off
This is a solid way to structure the landscape.
The tension is that frameworks get clearer as the environment gets less certain.
They can show what looks resilient today—
but the part that matters most is usually what doesn’t fit cleanly into the score.
We can't put all the context in just yet. Maybe in the future we will. As I mentioned, it's just a starting point. Pick a company and go deeper.
Nice! Looking at valuation and AI-resilience, it seems ReposiTrak is scoring pretty good. Will have a look at what they do.
This is a solid way to structure the landscape.
The tension is that frameworks get clearer as the environment gets less certain.
They can show what looks resilient today—
but the part that matters most is usually what doesn’t fit cleanly into the score.
We can't put all the context in just yet. Maybe in the future we will. As I mentioned, it's just a starting point. Pick a company and go deeper.
Nice! Looking at valuation and AI-resilience, it seems ReposiTrak is scoring pretty good. Will have a look at what they do.