OK. When budgets tend to get cut, new contracts tend to be hard to acquire. I see the growth in enterprise software, coming from the names who already are inside of companies and then selling them new products. Im a long term holder of DataDog, which fits this thesis. I own Palo Alto in cyber security, but frankly dont own enough of it. Long time holder of Salesforce which I somehow am in the red on now. I bought it originally in 2017… And I own enough of the S&P to not want to purchase Microsoft unless it completely tanks.
So I.T bros give me some names to research in ENTERPRISE software Thanks!
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