By Greg Malcolm
Peter Goldmacher is the rare Sell Side Analyst that has as much industry experience as Wall St experience. Peter's eight years in industry have imbued him with a deep understanding that software companies aren't nearly as volatile as software stocks. His early enthusiasm for SaaS companies was founded on his belief that on demand offerings sold as subscriptions would open up new markets that had never been able to afford the initial cost and ongoing care and feeding of traditional on premise software. However, Peter's traditional value oriented approach to investing has been a strong counterpoint in the stock market to runaway valuations as investor enthusiasm ran stock prices into the stratosphere.
Greg Malcolm is the CEO of Cowen and Company
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