Introspective Investor

[Introspective Investor @IntrospectiveI]

@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

[Introspective Investor @IntrospectiveI]

@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

[Introspective Investor @IntrospectiveI]

@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

[Introspective Investor @IntrospectiveI]

@growthrapidly Agreed, I'm going long.

[Introspective Investor @IntrospectiveI]

@YodaStockInvest Gotta be $NOW

[Introspective Investor @IntrospectiveI]

@netprofitpro So basically looking at the sell volume and lack of price movement is inferring a strong bottom?

[Introspective Investor @IntrospectiveI]

@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

[Introspective Investor @IntrospectiveI]

@JUST_KAWS Just random noise

[Introspective Investor @IntrospectiveI]

@GagolaValue Plus they're moving (successfully) to a usage based revenue model. All previous fears irrelevant

[Introspective Investor @IntrospectiveI]

@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

[Introspective Investor @IntrospectiveI]

@BourbonCap Thank you for this. I did not realize this

[Introspective Investor @IntrospectiveI]

@joshvir262 @DvdndDiplomats And buying back stock and planned reduction in SBC

[Introspective Investor @IntrospectiveI]

@ariaradnia Bullish?

[Introspective Investor @IntrospectiveI]

@SwissKnifeInv Talking to business owners, $PYPL ad system isn't great at all

[Introspective Investor @IntrospectiveI]

@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

[Introspective Investor @IntrospectiveI]

@kristinnsms Sorry for the dumb question, but what do you mean reverse DCF?

[Introspective Investor @IntrospectiveI]

@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.

[Introspective Investor @IntrospectiveI]

@Seixas_Capital I thought the same thing once upon a time. Hard to see the growth case at all

[Introspective Investor @IntrospectiveI]

@trychartloom @qualtrim How hard is it for a company to scale this back? I believe that is their goal

[Introspective Investor @IntrospectiveI]

@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