Software Likely Bottomed Last Week: 3 Companies I'm Buying

2026-03-02 13:45:06 ET

Introduction and Investment Thesis

Since the start of the year, Anthropic has triggered four separate selloffs. It started with the launch of Cowork plugins on February 3 that fundamentally challenged the predictable “seat-based” pricing model of Enterprise SaaS companies. This was followed by the launch of Opus 4.6 a few days later, followed by the announcement of Claude Code Security on February 20, which hit the cybersecurity industry like a rock....

Read the full article on Seeking Alpha

For further details see: