SaaS software still eating the world

One of my ‘investing buckets’ and sectors of interest covers Cloud SaaS Software.

I think there are many stocks worthy of analysis.

My preference are the ‘giants’ with reasonable market share and ‘sticky customers’, which implies difficulty or bother should you choose to discontinue their service or product.

They may offer a free 14 or 30 day trial but not a ‘freemium’ product.

Thus Spotify, Zoom and Dropbox aren’t of interest,

while SAP, Docusign, SAP, Salesforce, Xero and Shopify are attracting my attention.

Charts below.

March 17, 2022
by Rob Zdravevski
rob@karriasset.com.au

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