7Mon·
13
8 Comments

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I like it, need to do some digging :)
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I will also be buying soon 📈
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Already in the portfolio for some time. Currently a great entry point
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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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