Unprofitable Tech 'Exactly What We Buy': Orlando Bravo

The video discusses the impact of rising interest rates and inflation on software valuations, highlighting the difference between profitable and unprofitable tech companies. It explains private equity strategies, focusing on investing in unprofitable tech and turning them profitable. The concept of discounting future cash flows is explored, noting its effect on tech valuations. The video concludes with a discussion on the pricing power of software companies and their role in enhancing productivity amid inflation.

In what ways does inflation impact the value of software products?

What characteristics should investors look for in companies to ensure they have pricing power?