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- Apr 16 Buy the dip in SaaS - it is the long term play
Market
“New highs result in new highs, while we might see a dip if there’s no “Iran deal” - we will see a break but the longer term trend is up” 😊 😋
Good moves all around
The SaaS meltdown is a good opportunity to buy generational companies at a decent price point. Some of these companies wont go away, they will just compound over time. I like $AXON ( ▲ 2.26% ) $CRWD ( ▲ 1.18% ) as two names, while $SNOW ( ▲ 0.83% ) is still going to be a good bet.
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Insights from the portfolio
Video of the day
Today’s video is on ASML $ASML ( ▲ 3.21% ) the semiconductor tools company.
