Eh fucked up the title whatever. This is getting stupid.
AutoDesk right now is probably the most apparent to me. Adobe and Salesforce are also just getting thrown out with the bath water. This isn't consumer software (adobes margins come from enterprise). Companies that use this software didn't just stop using it. These companies products (moat) are so strong that you literally have to get a degree in University to be hired to use it…
There are a lot of over priced software companies. But these three and Im sure something like Intuit which have strong moats are getting completely hammered with no regard. Personally Im going to start trying to layering these in and fading my oils.
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