by Robert Solomon | May 14, 2015 | B2B Software, Valuation
About a month ago, I posted (here) on applying value investing principles in enterprise SaaS. In that post, I highlighted Click Software (CKSW) as an example of a stock that might provide hidden value: companies moving from enterprise licenses to SaaS subscriptions...
by Robert Solomon | Mar 25, 2015 | B2B Software, Enterprise Software, Healthcare, Industry Concentration
Right now, value investing in enterprise SaaS is like “jumbo shrimp”, “Kentucky senior”, or “random order”— an oxymoron. SaaS companies sell on the basis of top-line growth rates—not much else matters. If investors believe current growth rates can be sustained,...
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