u/armadillo_stocks · 189d ago7 prior · 38% at 3mo
Long HUBS
I’ve invested $2m in SaaS stocks. This is why.
SaaS incumbents with strong teams, brand, and switching costs are oversold despite fundamentals. Existing companies have competitive advantages (sales/marketing presence, resources, client relationships) to expand wallet share and adapt to AI disruption faster than new entrants.
At post $223.32Now $239.57+7.3% since postedas of Oct 29, 4:45 PM ET
1d—
3d+0.8%
1w+7.4%
1m-9.6%
3m-14.9%
6m+11.9%
1y—