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Ram Bhupatiraju Profile picture
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13 Oct, 5 tweets, 3 min read
#SaaS week, Ep2⃣.

Excellent White paper by @jwangARK👏@ARKInvest about the journey of SaaS so far, reasons for recent acceleration and the outlook for next decade. (I missed this when it came out in Aug).

@saxena_puru @Gautam__Baid

research.ark-invest.com/hubfs/1_Downlo… Image
One of the clearest explanations I've seen of the SaaS model benefits to the Customers and the operating Companies. Image
Nice detailed explanation on these 5 reasons for accelerating SaaS adoption. Image
Compilation of my other favorite pts from the document. 👇 Image
Loved the sections on

- Consumer Tech Co's mostly winning by aggregation vs Enterprise SaaS Co's mostly winning by Product & Ecosystem merit.

- How AI/ML can further the lead of the best Co's when they keep innovating.

/END.

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More from @RamBhupatiraju

Ram Bhupatiraju Profile picture
16 Oct
#SaaS week, Ep5⃣. My SaaS journey, scorecard & lessons learnt. Oh yeah! My original & current thesis for my SaaS holdings too.

Sharing with few (SaaS) friends🙂.
@TMFJMo @saxena_puru @FromValue @richard_chu97 @BrianFeroldi @adventuresinfi @7Innovator @dhaval_kotecha

Scorecard⬇️ Image
SaaS Journey ⬇️

2008 : The first Cloud/SaaS company I came across in the Market was (obviously), back in Dec'08 when it was at split adjusted $6.
Cloud has been a buzz word in Media for 2 years by then, but being a new investor, I didn't want to research a new trend when pretty much everything else (many strong/stable/profitable co's) was available for very low prices due to GFC .
Read 24 tweets
Ram Bhupatiraju Profile picture
15 Oct
#SaaS week, Ep4⃣. Nice presentation by @saasoptics on SaaS KPIs.👍

Although the presentation is geared towards SaaS Companies, it goes thru the purpose & definitions of some key SaaS metrics and why investors care about them.

saasoptics.com/wp-content/upl… Image
On Revenue growth metrics. Image
On the precursor to Revenue -> Lead Generation and Pipeline Conversion. Image
Read 5 tweets
Ram Bhupatiraju Profile picture
14 Oct
#SaaS week, Ep3⃣.

Excellent presentation by @AlbionVC👏on framework for evaluating SaaS companies. Goes thru some of the qualitative criteria and the related metrics/analysis. Lot of useful info for Public market investors also.

albion.vc/sites/default/… Image
1. Does the company provide a valuable service to its customers? Image
2. Is the business model sustainable? Image
Read 12 tweets
Ram Bhupatiraju Profile picture
13 Oct
#SaaS week, Ep1⃣.

Not that SaaS needs anymore cheerleaders, but wanted to do one week of tweets related to SaaS resources and investing.

Starting with a list of my fav SaaS blogs.👇
The last 5 yrs have been incredible for good SaaS companies in Public Markets (excluding which spoils the party with it's 6000% return since debut).

Below is just a quick but not exhaustive list. Image
Few things to note

1) 2014 to mid-2016 wasn't exactly a smooth ride up for Tech/SaaS (like 2017, 2019, & post March 2020). Although Private investors were familiar with the SaaS model & benefits, the wider public haven't caught on to it. Early Feb 2016 was like GFC for SaaS.
Read 9 tweets
Ram Bhupatiraju Profile picture
11 Oct
Some Excellent articles by Harvard Business School on Financial Statement Analysis (h/t Tim Stobierski).

@dmuthuk @Gautam__Baid

The beginner’s guide to reading & understanding Financial Statements. 👇

online.hbs.edu/blog/post/how-…
How to quickly and effectively read an Annual Report.

online.hbs.edu/blog/post/how-…
How to read and understand an Income Statement

online.hbs.edu/blog/post/inco…
Read 5 tweets
Ram Bhupatiraju Profile picture
8 Oct
The @IntrinsicInv blog by the Ensemble Team is such a gold mine for nuanced explanations of many fundamental investing concepts. 👏

I learned a lot over the years from the wonderful writings of Sean, @ToddWenning, Paul and Arif. 🙏

intrinsicinvesting.com
Last December, I went binge reading on their entire blog posts starting from Dec 2015 (for any articles I missed reading before that)

Below are some of my favorite posts (along with my notes).

1. VALUE, GROWTH & INTRINSIC INVESTING

intrinsicinvesting.com/2016/01/05/val…
2. FINDING THE RIGHT MIX OF VISIONARIES AND OPTIMIZERS (CEOs)

intrinsicinvesting.com/2018/10/04/rig…
Read 7 tweets

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