SaaS

Some readers may be aware that Fairlight invests across three distinct types of opportunities: high quality growth, stable compounders, and low risk turnarounds....

In his 1841 book, Extraordinary Popular Delusions and the Madness of Crowds, Scottish journalist Charles Mackay observed that “Whole communities suddenly fix their...

In Part 1 of this collection, One industry growing multiples above the economy, I outlined why the cybersecurity industry is an investment theme worth your attention....

Several trends in technology have accelerated as both corporations and consumers adapt to a new world in the wake of the COVID-19 pandemic. We discuss five trends that...

Many investors may have been forewarned that the most expensive words in the English language are: “it’s different this time.” But with respect to the challenges posed...

SiteMinder is the global market leader in hotel guest acquisition software. The business has over 36,000 subscription customers in more than 100 countries, and a year...

The Human Resource (HR) department was invented over a century ago as industrialisation took place and organisations grew larger. The current popular term for this...

Investing is riddled with uncertainties. High conviction investing is the process of shining light on those uncertainties until they are clear enough that you can see...

Themes around secular growth are widely covered by the media, but they often focus on the consumer-facing companies that dominate a particular...

When it comes to the high multiple tech stocks with ‘cloud’ based subscription models, investors can’t be accused of taking the “Mr in between’ approach. The profit...

The year was 1999. Keanu was stuck in a matrix, the Backstreet Boys "wanted it that way" and, as The Artist Formerly Known as Prince had so eloquently predicted...

Technology continues to be one of the strongest market sectors, but we are clearly at a point where software is a major market theme of its own, and, within that, the...

We spend a lot of time thinking about the relationship between growth and value at Bailador. Here are some high-level numbers from two well-known companies that have...

Value creation among software-as-a-service (SaaS) companies can be explosive -- Atlassian is now worth more than Coles and Amcor despite their near-century headstarts...

Pointerra Limited (ASX:3DP) sells a Cloud-based solution to manage, visualize and share 3D geospatial imaging data. Target customers include companies in the mining,...