HFA Icon

Sohn San Francisco: Lead Edge Capital The Case for This Supply Chain Software Stock [In-Depth]

Michelle headshot
Michelle deBoer-Jones
Published on
Sohn San Francisco 2024 Evan Skorpen on Kinaxis
Sign up for our E-mail List and Get FREE Access to Exclusive Investment E-books and More!

At the Sohn San Francisco Conference this week, Evan Skorpen of Lead Edge Capital presented his thesis for software company Kinaxis Inc (TSE:KXS).

Lead Edge is a concentrated, long-only fund that specializes in small- and mid-cap technology. Skorpen said they've spent lots of time in software over the last seven years, but they've never owned the popular stocks in the space. They've also never paid a double-digit revenue multiple.

Skorpen explained that they've found better opportunities in investing in under-the-radar and out-of-favor software stocks. They also create their own alpha by working with management to...

Membership Required

You must be a member to access this content.

View Membership Levels

Already a member? Log in here
Michelle headshot

Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.