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Can anyone show me examples of individuals or orgs that predicted SaaS downturn in q1/2 of 2025?
Love giant pubs cutting price targets and downgrading SaaS companies after they are 40-70% down YTD. Very helpful. Curious if anyone knows of anyone who has actually provided an accurate prediction for SaaS when they were at all time highs? …
10 Undervalued Wide-Moat Stocks Worth Buying Right Now — Morningstar
I agree with quite a few of these and continue to appreciate MS’ valuation method and moat rating system.
Disregard Private Credit Liquidity Tests. Acquire BLACKROCK. Long $BLK
This DD but also an open reply to u/DueDilligenceTrader and their post but also an option for those looking to take action rather than just read and discuss (are we r/WallStreetCasualTalks now?) >[Private Credit Is Passing Its First Real Liquidity …
Investment Baskets for Beginners created by community
During Covid there was a time when I had invested in over 100 stocks and some 15 Mutual Funds. I used to explore all the ideas and then invest in them. While this felt awesome , it did not materially …
What happened to WEN Memes?
There’s normally a plethora of Wendy’s dumpster memes, but it looks like mods purged all of them early this morning. Now it’s all SPCX this and SPCX that. I know we all love some good loss porn, but are we …
The SaaS Apocalypse: The Absurdity of the "SaaS Doomsday" Narrative Buy $MSFT $NOW $CRM $SAP $TEAM $WDAY When the Market Is Most Afraid
> # Part 1: Software Moats Are Never About Code — They Are About Ecosystems and Standards The SaaS doomsday narrative comes in two classic variants, both circulating widely across X and financial communities, both sounding plausible on the surface, …