Are SAAS software valuations too high?
In our fresh episode of 🔮Investing Wizards, Rob Koyfman and Jamin Ball discuss why elevated SAAS valuations are a reflection of the high business quality and growth potential for the stocks.
Jamin is a member of Redpoint Ventures, who looks at companies from a multi-year perspective and argues that SAAS stocks have plenty of upside over the next 3-5 years as earnings continue to grow.
Using Koyfin as a backdrop, they discuss:
🔺Assessment and performance of the cloud software sector
🔺Shopify’s success despite the high valuation
🔺Twilio Inc. as a play on digital communication of businesses with customers
🔺Competitive advantages of Datadog vs. Amazon Web Services (AWS)
Enjoy the full video here: https://youtu.be/8YA5GJQb7Dg
Or click the link in bio.
#koyfin #investing #stocks #saas #investment #investing_wizards #amazon #service
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