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Gaurav Gupta, Founder and Chief Investment Officer of Floating Capital, pitched a deep value technology idea at the 2025 Sohn San Francisco Conference . Gupta’s pitch is a white-labeled B2B software provider that has quietly achieved significant market penetration in a highly cyclical sector, yet trades at exceptional free cash yields due to temporary macroeconomic pressures. Floating Capital believes this company, currently trading at a billion dollar market cap, presents "incredibly compelling
Thursday, October 30, 2025
San Francisco, USA
Gaurav Gupta, Founder and Chief Investment Officer of Floating Capital, pitched a deep value technology idea at the 2025 Sohn San Francisco Conference . Gupta’s pitch is a white-labeled B2B software provider that has quietly achieved significant market penetration in a highly cyclical sector, yet trades at exceptional free cash yields due to temporary macroeconomic pressures. Floating Capital believes this company, currently trading at a billion dollar market cap, presents "incredibly compelling
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Request a DemoOr start free →2025 Sohn San Francisco: Floating Capital – Digitizing Mortgages Makes This Company A Potential Multi-bagger takes place on Thursday, October 30, 2025 in San Francisco. All times are in UTC.
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