SaaS Stocks
topic on 6 shows · 9 statements across 9 episodes
Lenny's Podcast 
the Neon Show 
the Official SaaStr Podcast 
All-In 
TBPN 
20VC
9 statements about SaaS Stocks, every show
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.”
Shipper: SaaS stocks will rise majorly, defying fears of a SaaS apocalypse
“I think the SAS apocalypse is dumb and SAS stocks will be up majorly in the next couple of years.”
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.”
Chamath: SaaS stock declines are canary in coal mine for AI
“And I think the canary in the coal mine are the SaaS stocks.”
Ashu Garg: Public SaaS stocks collapsed 30% to 40% in six weeks
“You know, in the last six weeks since we talked about context graphs SaaS stocks have collapsed 30 to 40%.”
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.”
O'Laughlin: SaaS stocks are mispriced for mainframe-level low growth
“The adjustment period is the big problem, because all the stocks are priced, like, they're not gonna be mainframes”
Altman predicts ongoing volatility, sell-offs, and booms for SaaS and software
“There, I expect there will continue to be more. I expect there will be big booms in software. I think it's just gonna be volatile for a while as people figure out what this looks like”