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The Real Eisman Playbook — Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54
Not scored yet58m·2026-04-13·Money

Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54

The Real Eisman Playbook

On episode 54 of The Real Eisman Playbook, Steve Eisman sits down with Rob Oliver, software analyst at Baird, to break down why the software sector has been obliterated over the past year. Rob shares which companies he believes have the moat and innovation culture to make it through to the other side, and why despite…

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