Judgment Day for SaaS? A Forager's Perspective on the AI Sell-Off

from Stocks Neat · host Forager Funds

Has AI brought Judgment Day for SaaS, or just created a new hunting ground for investors willing to be selective? In this episode of Stocks Neat, Steve Johnson and Gareth Brown explore the sell-off across global software, the businesses most exposed to disruption, and the ones they believe remain sticky, embedded and undervalued. With contributions from portfolio manager Alex Shevelev on the Australian market and analyst Bella Foley on Japan, the episode sets out the framework Forager is using to separate disruption from opportunity.

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This episode is 56 minutes long.

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This episode was published on April 1, 2026.

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