Value Signals

Minimal downside, asymmetric upside. Fundamental deep dives + technical analysis. YTD: 35,07%. 1Y: 61,46%. Since 2015: 428,76%.

[Value Signals @ValueSignalsHQ]

AI was supposed to kill SaaS. Instead, it's rebuilding $SAP its moat.

My full thesis for FREE:
https://t.co/0tn9B46Mrd

[Value Signals @ValueSignalsHQ]

@SchwartzFinance How about some SaaS? People seem to overlook one of the most obvious players: enterprise AI + Data. I'm a big believer in $SAP, $CRM, $SNOW

[Value Signals @ValueSignalsHQ]

@asklivermore Netflix sitting 3x in the list. Can only dream of those times returning

[Value Signals @ValueSignalsHQ]

@DeepValueBagger Don't forget $SAP.

[Value Signals @ValueSignalsHQ]

@cmsinvests What other software/data companies do you believe in? I'm see big potential in enterprise AI related companies. Currently holding $SAP. Will probably not make explosive moves like $SNOW, but they're probably the most crucial company in their industry imo

[Value Signals @ValueSignalsHQ]

@HolySmokas $NFLX is an intersting one. I'm holding it as well, but $GOOG is coming for Netflix its lunch. They recently launched FREE movies, shows and live TV (Google TV Freeplay). They introduced free games on YouTube as well. Google executing fast while Netflix is still asleep.

[Value Signals @ValueSignalsHQ]

Step 1: Get sued by Hollywood over AI copyrights.
Step 2: Try to sell Hollywood the AI you got sued for.

$GOOG $GOOGL Telling AI is coming whether the movie industry likes it or not.

https://t.co/I2Mh4eUOeC

[Value Signals @ValueSignalsHQ]

@TheProfInvestor Don't tease me into buying more $GOOG

[Value Signals @ValueSignalsHQ]

First day of September and it already shows $SPY $VOO $IVV

[Value Signals @ValueSignalsHQ]

SaaS wins the AI era.

Hyperscalers $MSFT $AMZN $GOOGL take on all the financial risk, building data centers.

SaaS giants $SAP $CRM $NOW just rent those servers to sell high-margin software on top.

Low CapEx always wins long term.

[Value Signals @ValueSignalsHQ]

@vulturetrades Join

[Value Signals @ValueSignalsHQ]

@timoassi $GOOG

[Value Signals @ValueSignalsHQ]

@Spybef0rey0ubuy $SAP

- 85-90% of Fortune 500 companies run it
- Transitioning into subscription model with 2027 deadline which accelerates their backlog (+20% from Q1 and +27% YoY)
- AI integration on SAP their data moat on top of the moat they have as a business

Simply can't ignore it!

[Value Signals @ValueSignalsHQ]

@MMatters22596 Thanks for sharing. How is the indicator called though? I looked into Hurst Cycles earlier this weekend which shows a potential bottom in November 2026. Would be interesting to lay both indicators on top of each other. Thanks!

[Value Signals @ValueSignalsHQ]

Outperforming $SPY isn't that hard. Buy good companies and keep some cash ready to add when they get cheaper. Up almost +51% doing that over 6 months while the S&P did +12%. 7 stocks, 6 profitable, no wild AI bets.

Follow along if you want to see how, why and when I pick them.

[Value Signals @ValueSignalsHQ]

@InvestInAssets I'm a strong believer in software, especially $SAP. Their software, on which they have an insane MOAT, is running in 85%-90% of Fortune 500 companies and their backlog is re-accelerating. Other option is $NFLX. I own both of them amongst others.

[Value Signals @ValueSignalsHQ]

7/ Full piece covers the moat, the 2027 mechanics, the AI bull and bear case, and actual price levels for buy/hold/sell.

FREE to read, it's my first one. Full piece: https://t.co/5vg1YUFGSH

Genuinely want pushback if you think I'm wrong somewhere.

[Value Signals @ValueSignalsHQ]

One of the most boring software companies you can think of is running on 85-90% of the Fortune 500 and is being overlooked by anyone who is hunting for the next SaaS comeback story.

The company: good old $SAP .

You're skeptical? I get that. I was too, so hear me out.

[Value Signals @ValueSignalsHQ]

6/ Cloud gross margin already sits at 74.6%. Once $SAP stops running legacy + cloud infra in parallel for migrated customers post-2027, that duplicate cost disappears on its own. Margins go higher without SAP lifting a finger.

Buybacks are happening below today's price too.