How this software stock defied the SaaSpocalypse

IML portfolio managers Marc Whittaker and Lucas Goode discuss the AI selloff during reporting season and how the immediate risk to many smaller companies might be overblown. They take a detailed look at Hansen Technologies (ASX: HSN), a software stock which managed to avoid the worst of the selloff, partly through a strong result and also through its CEO effectively communicating how Hansen is, in fact, benefitting from AI disruption. Finally, Marc and Lucas take a look at the incredible ~60% outperformance of small cap resources companies over industrial companies over the last six months and discuss whether this is likely to continue.