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Tenbagger2024
@Tenbagger2024
9Mon·
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www.boersengefluester.deMensch und Maschine: „Wir werden endgültig zum reinen Software- und Service-Haus“ – Boersengefluester
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8 Comments
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Stag1440@Stag1440
9Mon
I like it, need to do some digging :)
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Georgi@Georgi98
9Mon
I will also be buying soon 📈
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Saschko@WarrenamBuffet
9Mon
Already in the portfolio for some time. Currently a great entry point
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Waldo@Waldo
9Mon
Listened to an interesting interview arguing that SaaS companies like Salesforce and in this example, mum, will evolve to a lower profit margin due to the lower development cost to in-house develop or just overall SaaS competition due to lower barriers of entry.

Might be a factor to consider when evaluating SaaS investment moats.
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