Catching a Falling Knife: The Truth About Software Stocks Today | The Real Eisman Playbook Ep 54
Published: April 13, 2026
Duration: 58:37
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 valuations being cut in half, most software investors still aren't ready to buy.
00:00 - Intro
01:16 - History of the Software Sector & Where We're At Now
16:19 - What Makes a Successful Software Company Today?
18:10...