Matthew Brockman
speaker
798 appearances
7 recordings
1 series
first heard Apr 2022
last heard Sep 2025
Matthew Brockman’s voice in public audio — every appearance, attributed to the second.
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Appearances
Just to make it very clear to anyone listening, we're obviously not giving you investment advice here.
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This is purely purely David Tom's own personal opinions of where the market is.
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Uh thank you very much for your time, David.
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We'll be back in back in six months to see where we really are.
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Excellent.
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Thank you, Matthew.
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Hello everyone and welcome to Orbit, the HG podcast series, where we talk to leaders and innovators from across the software and technology ecosystem discussing the key trends changing how we all do business.
I'm Matthew Brockman, managing partner at HG, and today I'm talking to HG's head of tech research, David Toms, Tomsy, to discuss some of the key trends we're seeing in the software sector over the last quarter.
So, David, we're sat here at the end of March.
It's been slightly eventful, I'd say, probably key in the public markets the last six months.
What would you call out as the kind of key trend lines, the key things we've seen over that period?
this year.
So you're seeing the effect of essentially money no longer being free.
And so businesses with models that haven't really proven out customer economics and how they would scale are at risk of no longer being funded or or seeing a real significance for shift in value.
And just to put you on the spot for a second, I'll bring us back to private markets a second.
Do you do you sense some of those public stocks are oversold?
Would you, I mean, not a market we're in, but do you sense some of those higher growth sort of public public stocks are, you know, there's there's there's value there?
into the companies, let's call them the you know, the profitable companies, the cash flow generated the sort of set of the software universe and and perhaps stay on the public side for a second.
Sense of kind of how they've traded over the period, whether that's been caught in the same downdraft, whether it's a different effect going on, just to capture what you're
And perhaps we'll talk to the the the sort of private environment coming out of the public for a second.
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