In this Dialogue episode of The Synopsis, we discuss the recent sell off of software names, Constellation Software, and introduce the idea of "Point of Monetization" to analyze why Dating Apps are such a bad business.

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Watch the Constellation Software Video Here, the Adobe Video Here, or The "Why Dating Apps are a Bad Business" Video Here.

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Show Notes

(0:00) — Ferrari Report
(1:14) — Software Selloff
(7:06) — Will AI Become Modularized?
(8:25) — CSU AI Risk
(24:30) — Why Dating Apps are Bad Businesses
(39:52) — Upcoming Announcements

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Disclaimer

Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/

Dialogue. SaaS Selling Off, CSU, and why Dating Apps Suck (as a Business)

The Synopsis