Salesforce: The SaaSpocalypse Created A Rare Buying Opportunity
2026-03-10 07:42:28 ET
Investment Thesis
I have an investment thesis based on a very basic and, to some degree, contrarian idea. When you finish reading this, many of you will think what I am saying makes sense to you, whereas, many of you will find me crazy or too ahead of the curve or you might simply believe I do not understand at all. I would love for you to tell me which category you fall into by posting your thoughts in the comments and we can continue our discussion....
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Salesforce: The SaaSpocalypse Created A Rare Buying OpportunityNASDAQ: CRM
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