SaaS Investor

I have been rather shocked that the reaction to the major selloff in high-growth SaaS companies from most market observers has been advising people to sell. This seems like a once-every-few-years opportunity to buy these incredible stocks that compound at many time the annual rate of the market and ...

**This is cross-posted from the off-topic forum because it's also relevant here (though the discussion should stay on-topic in this forum) This is a perennial question and of course almost unanswerable in the abstract. The unique features of an SAAS company certainly justify higher multiples than th...

This is a perennial question and of course almost unanswerable in the abstract. The unique features of an SAAS company certainly justify higher multiples than the average company. Here are the considerations: No marginal cost to add new customers (extremely elevated margins) Old customers experience...

Snowflake Inc. is a truly extraordinary company, but there has been an issue up to this point about its valuation. But now, 7 months after its initial public offering, trading at around the same price point at which it opened for trading on the NYSE, with two quarterly earnings reports under its bel...

This website, Clouded Judgment, is an absolutely stellar tool for finding, valuing, and understanding SaaS stocks. Highly recommended! https://cloudedjudgement.substack.com/ I thought the latest post (from 4/23/2021) was particularly impressive and useful: https://cloudedjudgement.substack.com/p/clo...

Crowdstrike (CRWD) is a modern-day marvel of a company. The financials are stunning. Consider some materials from the Crowdstrike Investor Briefing on April 8 Webcast (95 min): https://crowdstrike.wistia.com/medias/1lnesevuc5 Presentation deck: https://ir.crowdstrike.com/static-files/2852082c-2ce8-4...

Everyone of course knows what the acronym "SaaS" stands for -- it is "software as a service" -- but it is surprisingly harder to define than one might think. Consider three examples: 1. A traditional business software platform like Microsoft Word, Excel, or Photoshop. Here, it se...

Hi there! Welcome to the SaaS investor board. I have been a longtime lurker on Saul's Investing Discussions for the past several years, but for a variety of reasons I decided I wanted to start a forum dedicated specifically to SaaS stocks. I realized it would only cost about $10 to do it, so I figur...