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LP Uncovered · Kai Chen, OceanIQ Capital

The Falling Knife of SaaS Stocks

“It's like catching a falling knife... the stock is taking a really bad hit.”

Transcript

Yeah, it's so hard. It's like catching a falling knife. When you look at kind of the earning growth, the revenue growth of the SaaS company, they're actually very healthy. Some of them are very strong, even beating earning estimates. Yet the stock is taking a really bad

hit. So from a contrarian perspective, you could say that somebody would be a good value play. But I am not smart enough to figure that out. So I have some very limited

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