Not long ago, market commentators declared the death of software-as-a-service (SaaS). The rise of generative AI sparked widespread anxiety that traditional software incumbents would be disrupted overnight by AI-native competitors or users writing custom code on demand. However, as recent earnings results revealed, reports of the sector's demise were exaggerated. In the latest episode of Forager Funds' Stocks Neat podcast, Chief Investment Officer Steve Johnson and co-host Gareth Brown unpack ...