Substack · Bullseye Research · Bullseye Investing
The Top Two Software Stocks That AI Can't Replace
SaaS that can't be replaced by AI so easily
US · 1 entry · 1 publication
TYL
Tyler Technologies Inc
- Entries
- 1
- Bullish
- 0
- Bearish
- 0
- First
- Oct 14, 2026
- Latest
- Oct 14, 2026
No entry states a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on TYL at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- October 2026 1 entry
Substack · Michael | Stock Spotlight
Tyler Technologies at $349: Is the Setup More Attractive?
Revisiting Episode 19 with a 5-YR TSR model and the prices required for 12% and 15% returns.
Since publication +10.4% α +10.9 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.