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u/InformationOk529

4 theses · first seen Sep 4, 2026
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Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$NOWr/ValueInvestingDiscussionbullish
u/InformationOk529 · 82d ago3 prior · awaiting results
“Already started building positions in a few of these”

Why the SaaS crash is a massive gift (The Peter Lynch Play)

SaaS giants like NOW are down substantially but fundamentals remain intact. Upcoming earnings will clarify whether AI is disrupting or amplifying these businesses; if fundamentals hold but tax-loss harvesting causes further declines in Q4, it presents a long-term buying opportunity.

At post $95.94Now $132.53+38.1% since postedas of Sep 11, 4:30 PM ET
original post →
$CRMr/ValueInvestingDiscussionbullish
u/InformationOk529 · 82d ago3 prior · awaiting results
“Already started building positions in a few of these”

Why the SaaS crash is a massive gift (The Peter Lynch Play)

SaaS giants like CRM are down substantially but fundamentals remain intact. Upcoming earnings will clarify whether AI is disrupting or amplifying these businesses; if fundamentals hold but tax-loss harvesting causes further declines in Q4, it presents a long-term buying opportunity.

At post $153.42Now $247.72+61.5% since postedas of Sep 11, 4:30 PM ET
original post →
$ADBEr/ValueInvestingDiscussionbullish
u/InformationOk529 · 82d ago3 prior · awaiting results
“Already started building positions in a few of these”

Why the SaaS crash is a massive gift (The Peter Lynch Play)

SaaS giants like ADBE are down substantially but fundamentals remain intact. Upcoming earnings will clarify whether AI is disrupting or amplifying these businesses; if fundamentals hold but tax-loss harvesting causes further declines in Q4, it presents a long-term buying opportunity.

At post $197.43Now $252.23+27.8% since postedas of Sep 11, 4:30 PM ET
original post →
$INTUr/ValueInvestingDiscussionbullish
u/InformationOk529 · 82d ago3 prior · awaiting results
“Already started building positions in a few of these”

Why the SaaS crash is a massive gift (The Peter Lynch Play)

SaaS giants like INTU are down substantially but fundamentals remain intact. Upcoming earnings will clarify whether AI is disrupting or amplifying these businesses; if fundamentals hold but tax-loss harvesting causes further declines in Q4, it presents a long-term buying opportunity.

At post $258.05Now $321.57+24.6% since postedas of Sep 11, 4:30 PM ET
original post →

End of results.