7Mes·
13
8 Commenti

immagine del profilo
I like it, need to do some digging :)
2
immagine del profilo
I will also be buying soon 📈
1
immagine del profilo
Already in the portfolio for some time. Currently a great entry point
1
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immagine del profilo
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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