On finding hidden value in the landscape of public SaaS companies I also liked these two posts by Robert Solomon. He lists 5 value investing opportunities:
1. Transition to SaaS Stocks (Jenners)
2. Network at a Reasonable Price Stocks (NARPs)
3. Misunderstood Stocks (WTFs?)
4. Poor to Great Execution Stocks (GYSTs)
5. Dreamland/Short-sell Stocks (NFWs)
The posts are quite old for SaaS land (2015), but you might find them interesting
On finding hidden value in the landscape of public SaaS companies I also liked these two posts by Robert Solomon. He lists 5 value investing opportunities:
1. Transition to SaaS Stocks (Jenners)
2. Network at a Reasonable Price Stocks (NARPs)
3. Misunderstood Stocks (WTFs?)
4. Poor to Great Execution Stocks (GYSTs)
5. Dreamland/Short-sell Stocks (NFWs)
The posts are quite old for SaaS land (2015), but you might find them interesting
https://www.softwareplatform.net/2015/03/25/value-investing-enterprise-saas-style/
https://www.softwareplatform.net/2015/03/27/value-investing-enterprise-saas-style-part-two/