Latest / Rigatoni Capital Podcast
Super Investors Are Finding Value in Software Stocks: Live from the Great Outdoors
The Q1 2026 13F filings keep trickling in and a clear theme is emerging. Super investors are quietly picking at software stocks that have been beaten up by AI disruption fears. Microsoft and Intuit are showing up in multiple filings, and there is broad based institutional interest accumulating in Salesforce, Workday, and ServiceNow as well. This morning I walk through what the 13Fs are showing, what it means for long term investors, and whether the AI disruption narrative has created a genuine buying opportunity in enterprise software. I also get into semiconductors and their pullback today…
The skinny
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