• Episode 22:

    Interview with Peter Offringa

    In the 22nd episode of Investing With The Whales, I interview Peter Offringa, Founder of Software Stack Investing Blog.


    Follow Peter on Twitter and check out Software Stack Investing blog.


    Topics discussed: state of software and cloud, growth at all cost in SaaS, current headwinds in cloud, macro, 2024 setup, subscription model vs. consumption model, VC headwind, cybersecurity, moving to cloud trend, M&A in software/cloud, AI for software and cloud, competitive advantages, Databricks, founder-led companies


    Stocks covered in detail: CRWD, CFLT, NET, SNOW, DDOG 


    Stocks mentioned: FSLY, NET, PANW, ZS, S, TWLO, OKTA