Loved the article since it clearly explains the reasons on why they influenced his investing strategy along with including some highlights from each book.
Good info for beginner & long-term (business focused) investors.
Below are some clipped highlights for each book.⬇️
1) One Up On Wall Street (Peter Lynch)
2) Common Stocks And Uncommon Profits (Philip Fisher)
3) The Most Important Thing (Howard Marks)
4) 100 Baggers by @chriswmayer👏. One of the most useful books for individual/long-term investors.
5) The Motley Fool Investment Guide (David & Tom Gardner).
#SaaS week, Ep7⃣. Ending the SaaS week with this excellent document "Transforming your SaaS Business" from KPMG, that deep-dives into lot of related concepts and metrics. 👏
It's probably the best & most comprehensive/useful SaaS document I've come across so far.
Although it's geared towards the operating Co's, it also has tons of goodies to learn for Public Mkt investors who are heavily invested in this Sector or wants to learn more. 👍
Main (Delivery) differences between On-premise & SaaS.
2008 : The first Cloud/SaaS company I came across in the Market was $CRM (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 .
#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.