A deep dive into Forward EV/Sales, EV/Gross Profit, PSG, P/E, Rule-of-40 and shareholders Dilution — analyzing how growth, efficiency, market expectations shape valuations across the SaaS landscape.
I always enjoy reading your posts. I am new to buying SaaS AI stocks; I started buying in March. DDOG is up 107%. SNOW is up 78%, PANW is up 69%, MDB is up 33%, and NOW is presently up 24%. IOT, which I bought on 4/27, is up 20.2%; TEAM, which I bought on 5/27, is up 18.8%. Even ZS is up 5.53%. I want to thank you for your help. I usually run your post through an AI; it helps me understand. The AI often references you on issues.
I always enjoy reading your posts. I am new to buying SaaS AI stocks; I started buying in March. DDOG is up 107%. SNOW is up 78%, PANW is up 69%, MDB is up 33%, and NOW is presently up 24%. IOT, which I bought on 4/27, is up 20.2%; TEAM, which I bought on 5/27, is up 18.8%. Even ZS is up 5.53%. I want to thank you for your help. I usually run your post through an AI; it helps me understand. The AI often references you on issues.
Thank you! 😊 🙏