LoginSignup
image de profil
Tenbagger2024
@Tenbagger2024
8Mo·
previw image
www.boersengefluester.deMensch und Maschine: „Wir werden endgültig zum reinen Software- und Service-Haus“ - Boersengefluester
13
8 Commentaires
image de profil
Stag1440@Stag1440
8Mo
I like it, need to do some digging :)
•
2
•
image de profil
Georgi@Georgi98
8Mo
I will also be buying soon 📈
•
1
•
image de profil
Saschko@WarrenamBuffet
8Mo
Already in the portfolio for some time. Currently a great entry point
•
1
•
Voir toutes les 4 autres réponses
image de profil
Waldo@Waldo
8Mo
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.
••
Participez à la conversation
S'inscrireConnexion