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SaaS Is King

October 5th, 2017 · Comments Off on SaaS Is King

The SaaS business model in enterprise software is clearly a very attractive business model commanding some prime valuations. It offers multiple growth avenues, and when done right, platforms can establish themselves as the de facto standard which enables increasing returns to kick in. Here we look at three such companies. Source: SaaS Is King | […]

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Paylocity Is Still Attractive Longer Term

October 4th, 2017 · Comments Off on Paylocity Is Still Attractive Longer Term

Ever since Salesforce showed that there is a large demand for offering business software on cloud platforms, SaaS companies like Paylocity have sprouted. Paylocity is growing solidly at 20%+ rates and has started to enjoy operational leverage, we expect this to continue for quite some time. We would argue the shares are fairly valued at […]

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