Mar 19, 2023·edited Mar 19, 2023Liked by Lisa Schreiber
Hi Lisa,
Ans thank you for sharing your thoughts in understandable way.
I have a question that is not connected to SaaS investing and will be glad to see what's your opinion about it.
Recently I was looking at companies like DuoLingo, DraftKings, Samsara, Block or any other company (non-SaaS) you have noticed... Their YTD stock performance is much, much better than the SaaS companies you have in your portfolio. For the record, my portfolio is similar to yours.
I am trying to understand what could attract an investor to these companies. Why would someone invest money in companies with non-recurring revenue, lower gross margin, lower revenue growth?
And isn't that lost opportunity while waiting the return of the growth stocks? Yes, the things will change to better as you said, but this could be in 1, 2...5 years. No one knows when the good times will come back. Another question I am asking myself.
Most likely for you to answer that question you have to know better those companies, but maybe you have some observations and had discussed similar topic with fellow investors.
Hi Lisa,
Ans thank you for sharing your thoughts in understandable way.
I have a question that is not connected to SaaS investing and will be glad to see what's your opinion about it.
Recently I was looking at companies like DuoLingo, DraftKings, Samsara, Block or any other company (non-SaaS) you have noticed... Their YTD stock performance is much, much better than the SaaS companies you have in your portfolio. For the record, my portfolio is similar to yours.
I am trying to understand what could attract an investor to these companies. Why would someone invest money in companies with non-recurring revenue, lower gross margin, lower revenue growth?
And isn't that lost opportunity while waiting the return of the growth stocks? Yes, the things will change to better as you said, but this could be in 1, 2...5 years. No one knows when the good times will come back. Another question I am asking myself.
Most likely for you to answer that question you have to know better those companies, but maybe you have some observations and had discussed similar topic with fellow investors.
Thanks a lot for your time.
Martin