CLOU - 10 SaaS Under $20B: More Alpha For 2020 And Beyond
I introduced a year ago this basket of 10 SaaS businesses under $10 billion, projecting that they will do better than the S&P 500 over the next five years.
These 10 companies are particularly relevant together as part of a basket strategy and have been hand-selected following a series of KPIs, screeners, and scorecards.
Source: App Economy Insights.
The ingredients of this recipe:
- significant addressable markets
- strong leadership teams and culture
- companies still small enough to generate significant returns
- winning SaaS businesses with high retention and expansion rate
- winning stocks with price appreciating over the