SaaS Day Of Reckoning

  • There seems to be a mass rotation out of high valued growth companies, in particular those which largely depend on SaaS business models.
  • These rotations usually last longer than just a day so we would not jump in with all guns blazing just yet.
  • However, we do think there are at least three or four names that one could buy at present levels already.

Source: SaaS Day Of Reckoning | Seeking Alpha