Most objections to the Saul Stocks board on TMF center not on the companies themselves, which frequently offer important services and compelling business models, but rather on the assumption that shares of such companies can/should be bought virtually without regard to price. Questions concerning valuation are not only unwelcome but almost always expunged. That's unfortunate. Investing by its very nature entails making at least some rough estimate of the future returns one may plausibly receive relative to the price one pays.

With this is mind, I note that reputable, fairly independent analysts (such as Morningstar and CFRA) are of the view that a number of the so-called 'Saul stocks' (past and present) have fallen to values that may make them attractive to investors with reasonably long investment horizons and some willingness to accept a moderate measure of risk in at least a portion of their portfolios.

One of such stocks is that of Datadog, which I've been eyeing for some time and in which I finally took a small position this morning as a sort of Christmas present to DW and myself--or perhaps to our heirs. We'll see how things develop.

Cheers!

Software as a Service Gems FAQ

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