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 ... ment-42321
Clouded Judgment
Forum rules
This board has rules. It’s not like other boards. If you don’t follow the rules your posts are likely to be deleted, and if necessary you may even get barred from the board. That’s just the way it is. Life is hard sometimes. This board is for the discussion and analyzing of individual SaaS growth stocks in a cooperative and courteous manner and, secondarily, the philosophy around investing in them. That means that there are subjects that are Off-Topic for this board. There’s nothing wrong with them as topics. There are other boards where they are welcome, or even the chief topic of conversation. These include politics which, however, quickly spins out of control and ends up with people who had been amiably working together discussing a stock, suddenly viciously arguing. Political posts will be immediately deleted. Investing subjects that are off topic include technical analysis and option trading subjects, including describing the details of your option positions, or value investing, or turn-around investing, or dividend or income investing, or market-timing, or what Investors Business Daily says the market is going to do next week, etc. All posts on these topics will be moved to the off-topic forum . Let’s all try to keep our board focused on analyzing and discussing SaaS stocks, and useful to us. We have created something great here and let’s not kill it with a lot of extraneous posts.
This board has rules. It’s not like other boards. If you don’t follow the rules your posts are likely to be deleted, and if necessary you may even get barred from the board. That’s just the way it is. Life is hard sometimes. This board is for the discussion and analyzing of individual SaaS growth stocks in a cooperative and courteous manner and, secondarily, the philosophy around investing in them. That means that there are subjects that are Off-Topic for this board. There’s nothing wrong with them as topics. There are other boards where they are welcome, or even the chief topic of conversation. These include politics which, however, quickly spins out of control and ends up with people who had been amiably working together discussing a stock, suddenly viciously arguing. Political posts will be immediately deleted. Investing subjects that are off topic include technical analysis and option trading subjects, including describing the details of your option positions, or value investing, or turn-around investing, or dividend or income investing, or market-timing, or what Investors Business Daily says the market is going to do next week, etc. All posts on these topics will be moved to the off-topic forum . Let’s all try to keep our board focused on analyzing and discussing SaaS stocks, and useful to us. We have created something great here and let’s not kill it with a lot of extraneous posts.