SiteMinder has been caught in the ASX tech sell-off, but the hotel software business may be stronger than its share price suggests. Adam, Adir and Scott Middleton from Terem Capital break down the company’s subscription revenue, transaction growth, AI risk, valuation, profitability, and whether the market has overreacted.

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SiteMinder has been caught in the ASX tech sell-off, but the hotel software business may be stronger than its share price suggests. Adam, Adir and Scott Middleton from Terem Capital break down the company&rsquo;s subscription revenue, transaction growth, AI risk, valuation, profitability, and whether the market has overreacted.
Join us on Substack for articles, news and more: <a href="https://www.thecontrarianspod.com/">https://www.thecontrarianspod.com/</a>
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Get the fearless truth about start-ups and corporate Australia from guys that give you the hard facts, not the company line. Hear Luxury Escapes co-founder Adam Schwab and Catapult Sports Exec Chairman Adir Shiffman provide the inside word on the biggest stories in business with a contrarian take from the guys who sit on both sides of the table. New episodes dropping weekly.