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
Price and value
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/