HeyJaredHayden Capital
Hayden Capital is an investment firm that follows a research-intensive, concentrated strategy. See our website for more details: www.haydencapital.com
- Indexed issues, last 90 days
- 1
- Latest publication
- Aug 28, 2026
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- Aug 28, 2026
Latest issues
Hayden Capital - Quarterly Letter (2026 Q2) (opens the original)
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August 27, 2026Dear Partners and Friends,Well, we’re six months into “SaaS-pocalypse“, and it looks like the software incumbents are still standing. So far at least, the disruption that the market was fearing hasn’t appeared in the reported results for most businesses.<a class="image-link image2" href="https://substackcdn.com/image/fetch/$s_!aD5H!,f_auto,q_auto:good,fl_p
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