@DeepValueBagger There's more to operating this type of strategy long term than just building it. There's still a lot of time to maintain vs just paying another business a subscription to provide it. Bullish on SAAS products
@alc2022 I was holding because you were a believer. Now I'm seeing $DUOL in elementary schools and the language proficiency accepted at Universities. Needless to say, now I'm buying because I'm a believer
@DrTomsLens I've been seeing all these clues in the real world as well that this is taking off. Duol in schools and Duols language proficiency being accepted Universities
@realpeteyb123 What're your thoughts on everyone saying earnings support the rally? (vs in 2000, earnings did not). Honestly looking for an informed answer because I'm torn
@DividendDynasty Totally. All corporations use them. Only negative I've heard (which is completely legit) is dilution over the years, but there are aggressive plans to reverse that
@CarsonTalkMoney@WillBiddy_ I agree with you. I like their business and I have a hard time believing anyone will replace it but surely, they have less pricing power now. On the other hand, once something is the standard, it's basically irreplaceable. That's always my counterargument for $ADBE
@Ekonixlab Was talking to an engineer that said $CRM basically needs to rebuild their entire UI for agentic. Not sure if this is actually a reality, but made me wonder if this is a risk to some SAAS, and how much new investment is needed.
@valueinvestingW I agree. I work with their products a lot and idk how they do it, but everything they own is sticky. Hard to imagine AI won't make them better