In the second of two posts, here are three more themes for reconciling value investing with current, sky-high enterprise SaaS valuation multiples.
Enterprise SaaS value investing sounds like an oxymoron in today’s markets. But occasionally, using several themes, you can find value opportunities.
Amber Road is a leader in the global trade management space. It needs to grow. Buying ecVision is a smart move to extend its solution.
INTL FCStone (INTL) has within it a valuable cross-border payments business that is potentially undervalued when compared to Earthport (LON:EON)
Earthport is a rapidly-growing, public player in the attractive cross-border payments market (LON:EPO). It’s market cap reflects the excitement.
The global business payments market is gigantic and growing fast, creating lots of opportunity. The cross-border segment is especially interesting.
According to the Wall Street Journal, Deem is a unicorn from the indirect spend suite space. If that’s the case, what is Coupa worth?
Tungsten Corporation’s stock lost 26% of its value yesterday. The roller coaster ride is likely to continue.
There are more than 80 tech Unicorns (valuations more than $1billion). But be of careful of the focus on valuation.