The 2023 Sector Outlook: LionTree’s Michael Kim on Software

LionTree Managing Director Michael Kim discusses what he sees in store for Software in 2023 with Kindred Media's Laura Clinton. This episode is part of LionTree’s 2023 Sector Outlook series leading up to the release of LionTree CEO Aryeh Bourkoff's 2023 Outlook. ​​Any reference to investments made by LionTree refers to investments made by a fund managed by a LionTree investment manager.

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This podcast is for information purposes only and is not intended as investment advice, an offer or solicitation with respect to the purchase or sale of any security. Securities of any investment funds managed by LionTree are privately offered to selected investors only by means of each such fund’s governing documents and related subscription materials. Listeners should not assume that companies identified in this podcast are representative of all investments made or recommended by LionTree on behalf of each firm’s clients. An investment with LionTree is speculative and involves significant risks including the potential loss of all or a substantial portion of invested capital and the lack of liquidity of an investment. Past performance is not indicative of future results. Nothing contained in this podcast may be relied upon as a guarantee, promise, assurance or a representation as to the future.

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