I cannot stop reading your posts! They have such impact on my investment perspectives and honestly I feel quite comfortable with the SaaS strategy, which I easily embraced, because from the beginning it resonated with me.
I have a question for you and since your thoughts are so, so valuable for me, would be happy if you could give us some color.
2021 for now is not so good for our SaaS portfolios, but i know it is too early to judge. On the other side we have to be ruthless, flexible and act when needed. A few companies are emerging on the market with growth close (sometimes more) to the growth of the SaaS companies. For example EXPI and ETSY. They have huge growth (last few Qs) and are guiding for such. How do you resist the temptation and not taking position? NET has ~50%, DOCU ~60%, DDOG is showing amazing numbers, but somehow the market does not give them such attention as it gives to EXPI or ETSY....
Great writeup as always. Now that earnings are out, I'm curious if your are going to stick with Zoom? I'm long DOCU as well. All signs point to growth acceleration. Are you worried about the upcoming tough comps against last year?
I cannot stop reading your posts! They have such impact on my investment perspectives and honestly I feel quite comfortable with the SaaS strategy, which I easily embraced, because from the beginning it resonated with me.
I have a question for you and since your thoughts are so, so valuable for me, would be happy if you could give us some color.
2021 for now is not so good for our SaaS portfolios, but i know it is too early to judge. On the other side we have to be ruthless, flexible and act when needed. A few companies are emerging on the market with growth close (sometimes more) to the growth of the SaaS companies. For example EXPI and ETSY. They have huge growth (last few Qs) and are guiding for such. How do you resist the temptation and not taking position? NET has ~50%, DOCU ~60%, DDOG is showing amazing numbers, but somehow the market does not give them such attention as it gives to EXPI or ETSY....
Thank you sincerely for your time!
Great writeup as always. Now that earnings are out, I'm curious if your are going to stick with Zoom? I'm long DOCU as well. All signs point to growth acceleration. Are you worried about the upcoming tough comps against last year?