Tinsley: SaaS Is Undervalued Due to Market Overreaction to AI
Jesse Tinsley · The 48-Hour Rescue That Turned Into a Profitable Acquisition · Nov 11, 2025 · at 1:56
Jesse Tinsley, CEO of Main Street, explains his acquisition strategy to Andrew Gazdecki, arguing that macro sentiment around AI has depressed SaaS valuations.
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“So right now, I think, is a great time to buy businesses, because I think that, generally, SaaS is undervalued in the marketplace, basically, because AI, SaaS multiples have swung too far to one side, and so there is a bit of a pricing inefficiency there”
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