{"id":2547,"date":"2026-04-17T07:15:56","date_gmt":"2026-04-17T07:15:56","guid":{"rendered":"http:\/\/zestyfinds.net\/technology\/?p=2547"},"modified":"2026-04-17T07:15:56","modified_gmt":"2026-04-17T07:15:56","slug":"catching-a-falling-knife-the-truth-about-software-stocks-today-the-real-eisman-playbook-ep-54","status":"publish","type":"post","link":"https:\/\/zestyfinds.net\/technology\/?p=2547","title":{"rendered":"Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54"},"content":{"rendered":"<p><iframe loading=\"lazy\" width=\"480\" height=\"270\" src=\"\/\/www.youtube.com\/embed\/Mf_rRVQrePg\" frameborder=\"0\" allowfullscreen><\/iframe><\/p>\n<p>On episode 54 of The Real Eisman Playbook, Steve Eisman sits down with Rob Oliver, software analyst at Baird, to break down why the software sector has been obliterated over the past year. Rob shares which companies he believes have the moat and innovation culture to make it through to the other side, and why despite valuations being cut in half, most software investors still aren&#8217;t ready to buy. <\/p>\n<p>00:00 &#8211; Intro<br \/>\n01:16 &#8211; History of the Software Sector &amp; Where We&#8217;re At Now<br \/>\n16:19 &#8211; What Makes a Successful Software Company Today?<br \/>\n18:10 &#8211; Looking Ahead Two Years<br \/>\n26:43 &#8211; How Far Has Valuation Fallen?<br \/>\n29:34 &#8211; Stock Based Compensation<br \/>\n33:14 &#8211; Vertical Software Companies<br \/>\n37:15 &#8211; Private Equity &amp; Private Credit<br \/>\n43:05 &#8211; Feedback From the Buy Side<br \/>\n46:00 &#8211; AI Native Strategies<br \/>\n50:13 &#8211; Nobody Loves Software Right Now<br \/>\n54:21 &#8211; Outro<\/p>\n<p>Subscribe \ud83d\udc49\ud83c\udffbhttps:\/\/www.youtube.com\/@RealEismanPlaybook?sub_confirmation=1<\/p>\n<p>Connect with Steve Eisman and access all things The Eisman Playbook:<br \/>\n\ud83c\udf10 https:\/\/linktr.ee\/realeismanplaybook<br \/>\n\u2192 Follow on socials, watch episodes, and get the latest updates \u2014 all in one place.<\/p>\n<p>Disclaimer: The financial opinions expressed are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on this content.<\/p>\n<p>Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in \u2018The Eisman Playbook&#8217; carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it&#8217;s advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money you can afford to lose. Derivatives are unsuitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell, or retain any specific investment or service.<\/p>\n<p>Copyright \u00a92025 Steve Eisman<\/p>\n<p>#wallstreet #finance #businessnews #investing #businesspodcast #investment #financepodcast #stockmarket #tech #software<\/p>\n","protected":false},"excerpt":{"rendered":"<p>On episode 54 of The Real Eisman Playbook, Steve Eisman sits down with Rob Oliver, software analyst at Baird, to [&hellip;]<\/p>\n","protected":false},"author":0,"featured_media":2548,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-2547","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/zestyfinds.net\/technology\/?p=2547\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54 - 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