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What Is The Future For SaaS Companies In The Age Of AI?
SaaS names are being sold off like there is no tomorrow, so let's analyze two big names in the space.
30 mins ago
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Bearded Investor
GOOG Valuation for 08-11-2026
Google crushed earnings, but capex is still high and free cash flow may suffer
23 hrs ago
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Bearded Investor
1
Bought 3 ETFS to Introduce Income Growth to the Portfolio
An improvement to the public portfolio strategy
Aug 9
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Bearded Investor
1
May 2026
GOOG Valuation for 05-03-2026
Google reported Q1 ‘26 earnings after the bell yesterday and the stock shot up on the results.
May 4
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Bearded Investor
1
April 2026
META Valuation for 04-30-2026
META reported Q1 ‘26 earnings after the bell yesterday and the market did not like the results.
Apr 30
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Bearded Investor
2
NOW Valuation for 04-29-2026
NOW is in the same SaaS space as stocks like and . However, the discrepancy between actual value and market perceptions is the game we play to make…
Apr 29
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Bearded Investor
Tesla Q1 2026: More Than Just a Car Company?
Tesla just released it’s Q1 2026 financial results, and it’s a bit of a mixed bag.
Apr 22
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Bearded Investor
DUOL Valuation for 04-22-2026
DUOL operates a highly popular language learning app by the same name, Duolingo.
Apr 22
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Bearded Investor
1
CRM Valuation for 04-19-2026
Salesforce operates in the software systems and application industry alongside competitors like , and . For this analysis, I used an un-levered beta of…
Apr 20
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Bearded Investor
HCC Valuation for 04-18-2026
Analyzing HCC was difficult for many reasons because of the cyclicality of the met coal and steel markets as well as the operational dynamics of the…
Apr 18
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Bearded Investor
3
ADBE Valuation for 04-17-2026
I ran this valuation a few days ago on 04-15-2016 and shared it on my socials but here is the official write up.
Apr 17
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Bearded Investor
2
ASML Valuation for 04-16-2026
Here is the valuation of $ASML through my research platform tool.
Apr 16
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Bearded Investor
1
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