Damon Callaghan
Partner at ECP Asset Management and investment professional, providing analysis on software stocks, AI impacts and competitive advantages in enterprise software.
Best podcasts with Damon Callaghan
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Mar 23, 2026 • 11min
Q+A: The SaaSpocalypse? Only if you pick the wrong companies
Damon Callaghan, partner at ECP Asset Management and software investing pro, digs into the 2026 sell-off in software stocks. He explains why the market overreacted to AI coding tools. He highlights how durable advantages like proprietary enterprise data, reputation and regulatory scale protect some firms while simple, lookalike apps are vulnerable.
