Trying to hear what's not being said
February 6, 2025 Leave a comment
I am expecting a flurry of mergers and acquisitions in the software industry.
For example, I think companies as such Atlassian will start using their much improved stock price (as currency) to acquire businesses.
February 6, 2025
rob@karriasset.com.au
March 17, 2022 Leave a comment
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
rob zdravevski's blog 