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SaaS stocks

3 statements across 3 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Feb 26, 2026 by Rory O'Driscoll · across every show →

Everything said about SaaS stocks, oldest first

Feb 26, 2026 bullish
Insight
Rory O'Driscoll: Buying 20 SaaS stocks at 3x revenue will yield solid returns
“At the level of the basket, if you buy 20, if you buy 20 stocks at an average of three times revenues, eight times EBITDA, I think you'll do just fine.”
Rory O'Driscoll Feb 26, 2026 ▶ 6:49 Citrini Research Breakdown: Agents, "Ghost GDP", Consumer Spend | Figma Earnings Beat · 20VC with Harry Stebbings
Apr 16, 2026 bearish
Prediction Not checkable as stated
O'Driscoll: Public SaaS stocks will not recover until AI leaders IPO
“These stocks aren't going to trade in the same fashion until five or six public of these two of the foundation models and four or five other AI gen, AI native companies are public.”
Rory O'Driscoll Apr 16, 2026 ▶ 36:17 SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
Aug 7, 2026 bullish
Opinion
Frankel: Buying top beaten-down SaaS stocks will deliver good returns
“The contrarian in me, this is not what I do, would say buy a basket of like the top SaaS stocks that have all lost huge market cap. You're going to do okay.”
David Frankel Aug 7, 2026 ▶ 44:05 The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
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