Why the best tech moats don't show up on a 10-K. Understanding these moats will change how you invest.
and yet here we are with the SaaSpocalypse. The market is a funny beast.
All this noise. I think the real root cause for this reset was valuations. I mean some of these SaaS names were soaring too close to the sun. Market overreact in bull and bear markets, there is money to be made!
and yet here we are with the SaaSpocalypse. The market is a funny beast.
All this noise. I think the real root cause for this reset was valuations. I mean some of these SaaS names were soaring too close to the sun. Market overreact in bull and bear markets, there is money to be made!