Wix has an extremely low barrier to entry, especially with AI's capability to build websites, making it a company the creator would only be interested in at a dirt cheap price.
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What's Going on with SOFTWARE STOCKS? + Opportunities NOW!
Deep Value HunterMar 15, 2026
The creator analyzes the software stock sector, noting that many companies have experienced significant price drops due to high initial valuations and concerns about AI disruption. While some stocks like DocuSign and Constellation Software are deemed too expensive despite recent declines, others like Microsoft and Adobe are presented as potentially interesting opportunities due to their strong market positions and more reasonable valuations, though the creator expresses a desire to buy them at even lower prices.
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Uber is a company with a strong network effect, making it less vulnerable to disruption, although the creator previously found it too expensive.
Duolingo is approaching the $100 share price threshold that would make the creator interested, but the increasing ease of app development with AI raises concerns about disruption.
DocuSign is mentioned as being down about 50% over the past year, but even after the drop, it's not considered cheap due to high share-based compensation and single-digit growth.
Microsoft is a company the creator likes and is looking to buy cheaper, trading at 21 times EV to operating income, benefiting from AI adoption and its deeply embedded Microsoft 365 suite.
Salesforce's growth has slowed, and despite a significant price drop from its peak, it's still considered to have traded at expensive multiples.
Monday.com is mentioned as being down 77% in a year, indicating a significant price drop.
Adobe is considered interesting at a 12 times multiple, despite previous negativity, as it's a stock the creator is looking at.
Intuit, despite being down almost 50% in a year, is still trading at 25 times earnings with a 4% adjusted free cash flow yield, which is not considered cheap.
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