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