Boring_Capital_Mgmt

Boring by design

[Boring_Capital_Mgmt @boring_cap_mgmt]

SAAS.
BOI.
SUMMER.

[Boring_Capital_Mgmt @boring_cap_mgmt]

@ChrisLamson2 Yes, can't get past Scheffler bunker shot

[Boring_Capital_Mgmt @boring_cap_mgmt]

CEREBRAS SHARES EXPECTED TO OPEN AT A BAJILLION MILLION DOLLARS COMPARED TO $185 IPO PRICE, REPORTS SAY.

WHY IS EVERYBODY DOING THIS RIGHT NOW

[Boring_Capital_Mgmt @boring_cap_mgmt]

@ecommerceshares Almost like very few of them have any idea what any of these companies actually do 😅

[Noah @antibearthesis]

@DividendTalks buying $adbe $now

[Boring_Capital_Mgmt @boring_cap_mgmt]

@thezzohan FACTS

[Animal Spirits @thezzohan]

Once people realize AI Usage Credits (AUCs) are the new Monthly Recurring Revenue (MRR), SaaS stocks like $CRM $ADBE $NOW $INTU $WDAY will pump.

[Fiscal.ai @fiscal_ai]

Adobe is going out of business in the weirdest way possible...

$ADBE

[Boring_Capital_Mgmt @boring_cap_mgmt]

I don't own enough $NOW

[Julien Bek @JulienBek]

https://t.co/hsKrbn1gEq

[Julien Bek @JulienBek]

https://t.co/hsKrbn1gEq

[Stock Market Nerd @StockMarketNerd]

SaaS is dead. Finished.

I vibe coded my very own newsletter platform in 4 minutes.

My delivery rate went to zero & the paywall breaks daily.

But I’ve saved $48 dollars & now just have to allocate all of my time to maintaining this.

Checkmate.

[Ben Pouladian @benitoz]

New piece: ServiceNow down 50% from highs.

CEO buying $23M in personal shares.

Entire C-suite cancelled selling plans.

Everyone says SaaS is cooked.

They're wrong about this one.

$NOW

https://t.co/QRs27UlBP2

[Boring_Capital_Mgmt @boring_cap_mgmt]

Slack sets out to declutter your email inbox. $CRM acquires it and is now sending emails summarizing slack messages/notifications... come on guys

[Boring_Capital_Mgmt @boring_cap_mgmt]

@Mindset4Money_X It improves high quality SaaS with a lot of context. People that have never worked at a large SaaS business dramatically overestimated how much of the value to customers is shipping code.
https://t.co/I9WyRZFqVG

[Jimmy Investor @jimmyinvest]

Very interesting letter from Chuck Akre on the recent sell-off in the SaaS segment.

"If a super powerful and easy-to-use shovel was developed, more people might dig for treasure in their backyard.

The biggest beneficiaries, however, would be real miners with real mines.

We believe AI is a similar proposition for already-advantaged and responsive software businesses."

$CSU $ADBE $NOW $CRM $PANW $CRWD

[qw @QwQiao]

on the “software is dead” narrative:

my intuition is that ai makes strong software companies stronger and weak software companies weaker. this is because the moat of strong software companies was never software, but rather distribution, proprietary data, workflow integration, enterprise lockin, network effects, trust and compliance, etc. whereas the moat of weak software companies was just… software.

example of strong companies: msft

[Boring_Capital_Mgmt @boring_cap_mgmt]

FUCK... STRAP IN

[Jim Cramer @jimcramer]

Software decline seems overdone to me at this time....

[Investing visuals @InvestingVisual]

Software investors these days:

[BuccoCapital Bloke @buccocapital]

Adobe has the opportunity to do the funniest thing

[Boring_Capital_Mgmt @boring_cap_mgmt]

*buy button

[Compound248 💰 @compound248]

“‘The World Works with ServiceNow’

“It isn’t a tag line - it’s a HARD line.”

Listen as $NOW CEO Bill McDermott tries to rally the troops.