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← SaaS stocks are a buy right now.
17 connected korrents · 17 moments from 22 Feb 2023 to 15 Oct 2026. Nearly all of them are about SaaS .
Everything filed under investing
investing
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design
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startups Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Same subject Read this korrent: SaaS stocks are a buy right now. SaaS stocks are a buy right now. Last stated 5 months ago
24 May 2026
DS
Dan Shipper — holds since 2026-05-24 — tap for who they are
Same subject: A boring but non-superficial SaaS app that would have done well five years ago might now get no signups because tens of thousands can easily vibe code it. — tap to centre the map on it A boring but non-superficial SaaS app that would have done well five years ago might now get no signups because tens of thousands can easily vibe code it. Last stated 2 months ago
1 Sept 2026
PL
Pieter Levels — holds since 2026-09-01 — tap for who they are
Same subject: Agents will increase the number of users of SaaS rather than get rid of it — tap to centre the map on it Agents will increase the number of users of SaaS rather than get rid of it Last stated 3 years ago
1 Feb 2024
DH
David Heinemeier Hansson — holds since 2024-02-01 — tap for who they are
Same subject: Agents will increase the number of users of SaaS rather than get rid of it. — tap to centre the map on it Agents will increase the number of users of SaaS rather than get rid of it. Last stated 5 months ago
24 May 2026
DS
Dan Shipper — holds since 2026-05-24 — tap for who they are
Same subject: Cloud has its place, but most SaaS businesses should own their infrastructure — tap to centre the map on it Cloud has its place, but most SaaS businesses should own their infrastructure Last stated 4 years ago
22 Feb 2023
DH
David Heinemeier Hansson — holds since 2023-02-22 — tap for who they are
Same subject: Data brokers are purchasing SaaS data sets to resell to AI companies — tap to centre the map on it Data brokers are purchasing SaaS data sets to resell to AI companies Last stated a week ago
15 Oct 2026
PL
Pieter Levels — holds since 2026-10-15 — tap for who they are
Same subject: Details that show care build trust and perceived value, and affinity for a product increases when it works a little better or differently than expected, in any kind of product. — tap to centre the map on it Details that show care build trust and perceived value, and affinity for a product increases when it works a little better or differently than expected, in any kind of product. Last stated 7 months ago
12 Mar 2026
JP
Josh Puckett — holds since 2026-03-12 — tap for who they are
Same subject: Hiring is a cost for SaaS startups — tap to centre the map on it Hiring is a cost for SaaS startups Last stated 4 years ago
3 Mar 2023
DH
David Heinemeier Hansson — holds since 2023-03-03 — tap for who they are
Same subject: It's surprising there isn't more pressure yet to cut costs on per-seat SaaS — tap to centre the map on it It's surprising there isn't more pressure yet to cut costs on per-seat SaaS Last stated 3 years ago
11 May 2023
DH
David Heinemeier Hansson — holds since 2023-05-11 — tap for who they are
Same subject: Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund. — tap to centre the map on it Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund. Last stated 3 years ago
20 Feb 2024
BA
Bill Ackman — holds since 2024-02-20 — tap for who they are
Same subject: An investor's starting point should be the portfolio that is best to hold independent of any tactical market view — tap to centre the map on it An investor's starting point should be the portfolio that is best to hold independent of any tactical market view Last stated 2 months ago
25 Aug 2026
RD
Ray Dalio — holds since 2026-02-19 — tap for who they are
NM
Nick Maggiulli — holds since 2026-08-25 — tap for who they are
Same subject: At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. — tap to centre the map on it At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk. Last stated a year ago
16 Jul 2025
JD
Jamie Dimon — holds since 2025-07-16 — tap for who they are
Same subject: Because stock returns are concentrated in a few winners that are very hard to know in advance, owning the whole index guarantees owning whichever ones turn out to be the drivers. — tap to centre the map on it Because stock returns are concentrated in a few winners that are very hard to know in advance, owning the whole index guarantees owning whichever ones turn out to be the drivers. Last stated 2 years ago
28 May 2024
MH
Morgan Housel — holds since 2024-05-28 — tap for who they are
Same subject: Buying and holding a handful of index funds for decades outperforms most people who trade to beat the market, including most professionals. — tap to centre the map on it Buying and holding a handful of index funds for decades outperforms most people who trade to beat the market, including most professionals. Last stated 2 years ago
24 Aug 2024
JZ
Jason Zweig — holds since 2024-08-24 — tap for who they are
Same subject: Daily-reset leveraged ETFs underperform their underlying asset over volatile periods, making them unsuitable outside short-term trading. — tap to centre the map on it Daily-reset leveraged ETFs underperform their underlying asset over volatile periods, making them unsuitable outside short-term trading. Last stated a year ago
6 Jul 2025
LA
Lyn Alden — holds since 2025-07-06 — tap for who they are
Same subject: An investor who passes on a pitch they find truly novel will often still refer it to another investor, to get credit for having found it. — tap to centre the map on it An investor who passes on a pitch they find truly novel will often still refer it to another investor, to get credit for having found it. Last stated 3 months ago
5 Aug 2026
ZH
Zach Holman — holds since 2026-08-05 — tap for who they are
Same subject: Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. — tap to centre the map on it Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same. Last stated 2 months ago
3 Sept 2026
PG
Paul Graham — holds since 2026-09-03 — tap for who they are
Same subject: If whatever is being done is done well enough, investors won't be needed at all. — tap to centre the map on it If whatever is being done is done well enough, investors won't be needed at all. Last stated 2 months ago
1 Sept 2026
PG
Paul Graham — holds since 2026-09-01 — tap for who they are
At the centre
SaaS stocks are a buy right now.
Holds Read this korrent →
A boring but non-superficial SaaS app that would have done well five years ago might now get no signups because tens of thousands can easily vibe code it.
Holds
Agents will increase the number of users of SaaS rather than get rid of it
Holds
Agents will increase the number of users of SaaS rather than get rid of it.
Holds
Cloud has its place, but most SaaS businesses should own their infrastructure
Holds
Data brokers are purchasing SaaS data sets to resell to AI companies
Holds
Details that show care build trust and perceived value, and affinity for a product increases when it works a little better or differently than expected, in any kind of product.
Holds
Hiring is a cost for SaaS startups
Holds
It's surprising there isn't more pressure yet to cut costs on per-seat SaaS
Holds
Almost no mutual fund earns the fees it charges, so most investors are better off buying an index fund.
Holds
An investor's starting point should be the portfolio that is best to hold independent of any tactical market view
Holds
At a market price-earnings ratio of twenty-three there is little upside and a long way to fall, where at fifteen there would be much less risk.
Holds
Because stock returns are concentrated in a few winners that are very hard to know in advance, owning the whole index guarantees owning whichever ones turn out to be the drivers.
Holds
Buying and holding a handful of index funds for decades outperforms most people who trade to beat the market, including most professionals.
Holds
Daily-reset leveraged ETFs underperform their underlying asset over volatile periods, making them unsuitable outside short-term trading.
Holds
An investor who passes on a pitch they find truly novel will often still refer it to another investor, to get credit for having found it.
Holds
Being formidable means getting what you want in any situation, and that is exactly why investors want it: a formidable founder's interests and theirs are the same.
Holds
If whatever is being done is done well enough, investors won't be needed at all.
Holds