Topic
software
Everything our editor has picked under this tag, best first.
earnings A Hardware Multiple on a Software Powerhouse
A software powerhouse posts a record quarter while trading at a 52-week low, raising a valuation disconnect between its business model and market…
The Value Road
4828 long 2026-04-27 erp B-en-g
B-EN-G (4828) combines Japanese system integration with a higher-quality industrial software and vertical ERP business.
Value Investors Club TTAN long 2026-04-26 investment view Servicetitan INC
ServiceTitan (TTAN) is shifting from vertical software for trades businesses toward the operating layer for scaled essential-services platforms.
Value Investors Club