No. of Recommendations: 5
... everything. That's what Mungofitch once said. I am wondering what's an interesting price for SaaS companies. I post this here because unfortunately this board is the only one with a decent number of active posters (The SaaS board here consists of effectively just 3 posters talking to each other, and the "Falling Knifes" board is not hugely different).
I am wondering because even on the new TMF SaaS board the posters seem to get tired. Instead of analysing their companies' numbers they (Saul himself) are now talking about which executives S is stealing from CRWD and the other way around and using that as an indication about which company is more dangerous for the other one, a far cry from their old "deep dive" into real numbers, reminding me rather on entrails reading. So I am wondering whether even the hardcore SaaS optimists are finally close to giving up on them, and whether that might mean that finally the bottom of their valuations is reached indeed, not based on numbers but simply on psychology, on their most loyal fans and buyers either already having left or being close to leaving the room?
No. of Recommendations: 1
Earnings season is just around the corner, so there's no new numbers to discuss. They've been bashed to death already a few months ago and in the endless monthly portfolio reviews.
So the board latches on to any news items and discusses them ad nauseum.
There are about 180 posters approved to post on Saul's board so it's nowhere near done. My own observation is that board traffic and posts seem to be similar levels as in the past.
No. of Recommendations: 3
Good point. Maybe the impression I have of ALL new TMF boards that they are very silent is wrong and caused by the "Dismiss new" button which I frequently use when a new post seems not be interesting. I am never sure whether that button dismisses only that one post or more (the whole thread? As I hate the interface I didn't bother finding out exactly how everything works).
