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Eric Vishria – The Past, Present, and Future of SaaS and Software - [Invest Like the Best, EP.183]
Invest Like the Best with Patrick O'Shaughnessy
What's Going on Under the Hood?
When something seems ridiculous, it usually isn't. I always try to look for the reasons behind these sorts of moves. And if you can of look at the underlying characteristics, they're at a thirty five per cent growth rate and like a seven or eight per cent free cash float margin. So has the market just woken up to that fact? Or what we once thought were narrow is actually much, much larger? i don't know. There are all these interesting, but little-known things that are happening behind the scenes,. which i'll put them out there and then leave them alone....
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