If you subscribe to our channel using the below link, our on-staff Romanian fortune teller will include your SaaS holdings in her prayers this evening. 🔮 th-cam.com/users/nanalyze
Thoroughly educational and enjoyable in a way I haven’t seen in other investment channels. Your methodologies and philosophies are having a significant impact on how I invest, and more importantly, how I think about investing. Thanks!
Honestly Alexander, it's comments like this which let us know we're on the right path. People will open their wallets if you make them better investors. And you can't fake that, you have to speak to both retail and institutional investors about real-world best practices and supplement that with some real-world investing experiences. Quality insights take time to research, and most pundits are largely just talking heads - 80% chatter, 20% insights. We want to reverse that ratio. We've also seen what's out there and believe there's a real opportunity here to scale this offering. Joe P.
Credit goes to Blossom Street Ventures for their data and - most of all - our team of MBAs that did the heavy lifting. All I did was present their deck of findings. Really glad you enjoyed it Adam! Joe P.
Really appreciate that! We said it because it's so true. Portland has the worst ostrich syndrome we've ever seen. Some residents could have a naked smackhead standing on their chest shooting up and they'd pretend nothing was happening. People should be furious with local politicians for what has happened to that - once - beautiful city. How could any local company that "cares" ignore these problems?
Hah... Good one. ;) We focus mainly on gross margin when we analyze firms. That shows the potential for profitability. The pathway to reach profitability becomes much easier when it's paved with thick gross margins. We see that in this cycle. Most firms have been offering up a plan of how they manage to achieve profitability if that's a concern. Everything needs to be taken into context as well. For firms with several billion on the balance sheet and operating cash flows burning $50 million a month, we're much more concerned with revenue growth than profitability. Of course, you need to watch out for companies spending $1.50 on Sales/Marketing for $1.00 in sales. We also want to be wary of growth companies that stop growing and start constantly talking about profitability. If you're a growth company, you need to be growing to merit that valuation premium.
We're familiar with Akamai actually. We touched on them a bit in our Cloudflare stock analysis. We're actually considering covering them soon so stay tuned :) They weren't in the Blossom Street Ventures data due to being an older than 3 years, and they aren't in our catalog since we haven't covered them yet. So, technically our universe is not complete. Good catch.
Please help us by sharing our videos! And thank you for the encouraging words. We're pushing to grow as fast as possible to justify the work that goes into this.
Probably not enough to do a video on. We've covered a fair number of startups in this niche - all written research pieces. Here's a piece we did on a publicly traded nuclear stock: www.nanalyze.com/2022/01/nuscale-power-stock-nuclear/
@@Nanalyze funny i actually bought that stock at all time lows, ive ben looking at it for over year sense i heard a interview with their ceo on npr one day while driving. I know the stock is still over valued however im willing to take a small risk on it. Ty for your input. But would you consider the uranium etf even tho your firm dosnt like erfs or commoditys in general because its a very niche sector? At the very least i think that one specific stock could be a bait for Arc investing LOL
You know, we oftentimes get on people for not using proper spelling and grammar (trying to keep the comments section clean and insightful) but you're a great example of someone who asks good questions and can get away with it. ;) So uranium would be its own thesis, and you are right, we don't invest in commodities (except gold, though we do have proxy exposure via energy firms and ADM, for example). We'd need to vet that ETF before having an opinion - and we might do that if there's enough interest. The reason we don't invest in ETFs is only because it's kind of the easy way out. Having to pick a stock is more difficult, and of more value to our audience, that's why we don't invest in ETFs (though we did have some in our portfolio at one time, and we do like certain ETFs out there and cover them). Would we consider a play on nuclear power in general? Perhaps if the trends were going in the right direction, but right now there aren't many options for exposure and you have loads of regulatory uncertainty, not to mention public perceptions and accidents that can happen.
Great stuff. SAAS is a great bushiness model but its easily penetrated by competition. Every one can build an app an compete in any SAAS segment. How you different ones that have competitive advantage? Is it just customer growth, retention, pricing power, network effect ?! These are all young companies(!) which indicator gives you a sense of competitive advantage in them ?
Net retention rate and revenue growth show that customers are willing to spend more because the alternatives are less appealing. In enterprise software, once you're entrenched then it becomes a lot easier to keep a client - one-tenth the cost to upsell vs find a new customer some say. Good questions.
![สาวเมืองเพชร - ธีเดช ทองอภิชาติ [Official MV]](http://i.ytimg.com/vi/kEt7F9PvO3I/mqdefault.jpg)
If you subscribe to our channel using the below link, our on-staff Romanian fortune teller will include your SaaS holdings in her prayers this evening. 🔮
th-cam.com/users/nanalyze
Thoroughly educational and enjoyable in a way I haven’t seen in other investment channels. Your methodologies and philosophies are having a significant impact on how I invest, and more importantly, how I think about investing. Thanks!
Honestly Alexander, it's comments like this which let us know we're on the right path. People will open their wallets if you make them better investors. And you can't fake that, you have to speak to both retail and institutional investors about real-world best practices and supplement that with some real-world investing experiences. Quality insights take time to research, and most pundits are largely just talking heads - 80% chatter, 20% insights. We want to reverse that ratio. We've also seen what's out there and believe there's a real opportunity here to scale this offering. Joe P.
Another great one, thanks Joe 👌🏼
Credit goes to Blossom Street Ventures for their data and - most of all - our team of MBAs that did the heavy lifting. All I did was present their deck of findings. Really glad you enjoyed it Adam! Joe P.
Damn, i love the side comments. I was thinking about adding buffers and boom you mentioned it. Truly great videos.
Really appreciate that!
loved your commentary about the company from Portland not fixing problems in their own backyard LOLOLO
Really appreciate that! We said it because it's so true. Portland has the worst ostrich syndrome we've ever seen. Some residents could have a naked smackhead standing on their chest shooting up and they'd pretend nothing was happening. People should be furious with local politicians for what has happened to that - once - beautiful city. How could any local company that "cares" ignore these problems?
@@Nanalyze it’s incredible that people allow that , you’re right 💯
Dude this is interesting AF!
Totally
Great video! Thanks
You're quite welcome.
Profit Margin: “Am I a joke to you”
Nanalyze: “…. Uhhh… Yes…”
Overall good video, I wish you would have use profitability as one of your criteria.
Hah... Good one. ;) We focus mainly on gross margin when we analyze firms. That shows the potential for profitability. The pathway to reach profitability becomes much easier when it's paved with thick gross margins. We see that in this cycle. Most firms have been offering up a plan of how they manage to achieve profitability if that's a concern. Everything needs to be taken into context as well. For firms with several billion on the balance sheet and operating cash flows burning $50 million a month, we're much more concerned with revenue growth than profitability. Of course, you need to watch out for companies spending $1.50 on Sales/Marketing for $1.00 in sales. We also want to be wary of growth companies that stop growing and start constantly talking about profitability. If you're a growth company, you need to be growing to merit that valuation premium.
@@Nanalyze thanks for the reply.
@@juannunez8080 Engaging with comments makes for a good channel ;)
I didn't see Akamai on your list. They're agnostic cloud and edge provider
We're familiar with Akamai actually. We touched on them a bit in our Cloudflare stock analysis. We're actually considering covering them soon so stay tuned :) They weren't in the Blossom Street Ventures data due to being an older than 3 years, and they aren't in our catalog since we haven't covered them yet. So, technically our universe is not complete. Good catch.
Could you do a video on Peabody energy $BTU very interesting value play. Super undervalued
We largely focus on dividend growth stocks and disruptive tech stocks
❤
Glad you enjoyed!
You should have more subscribers
Please help us by sharing our videos! And thank you for the encouraging words. We're pushing to grow as fast as possible to justify the work that goes into this.
Do nuclear energy. Theres not alot of companies in that area.
Probably not enough to do a video on. We've covered a fair number of startups in this niche - all written research pieces. Here's a piece we did on a publicly traded nuclear stock: www.nanalyze.com/2022/01/nuscale-power-stock-nuclear/
@@Nanalyze funny i actually bought that stock at all time lows, ive ben looking at it for over year sense i heard a interview with their ceo on npr one day while driving. I know the stock is still over valued however im willing to take a small risk on it. Ty for your input. But would you consider the uranium etf even tho your firm dosnt like erfs or commoditys in general because its a very niche sector?
At the very least i think that one specific stock could be a bait for Arc investing LOL
You know, we oftentimes get on people for not using proper spelling and grammar (trying to keep the comments section clean and insightful) but you're a great example of someone who asks good questions and can get away with it. ;) So uranium would be its own thesis, and you are right, we don't invest in commodities (except gold, though we do have proxy exposure via energy firms and ADM, for example). We'd need to vet that ETF before having an opinion - and we might do that if there's enough interest. The reason we don't invest in ETFs is only because it's kind of the easy way out. Having to pick a stock is more difficult, and of more value to our audience, that's why we don't invest in ETFs (though we did have some in our portfolio at one time, and we do like certain ETFs out there and cover them). Would we consider a play on nuclear power in general? Perhaps if the trends were going in the right direction, but right now there aren't many options for exposure and you have loads of regulatory uncertainty, not to mention public perceptions and accidents that can happen.
Great stuff.
SAAS is a great bushiness model but its easily penetrated by competition. Every one can build an app an compete in any SAAS segment. How you different ones that have competitive advantage? Is it just customer growth, retention, pricing power, network effect ?! These are all young companies(!) which indicator gives you a sense of competitive advantage in them ?
Net retention rate and revenue growth show that customers are willing to spend more because the alternatives are less appealing. In enterprise software, once you're entrenched then it becomes a lot easier to keep a client - one-tenth the cost to upsell vs find a new customer some say. Good questions.