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4
Michael Kim
Managing Partner, Cendana Capital
Винрейт
100.0%
доходность
+25.7%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
09 июл
$28.48
+19.2%
The SaaS apocalypse is overblown. Many public enterprise software companies with proprietary data, established customer workflows, and strong customer relationships are trading at depressed multiples (e.g., Monday.com at 2x revenue, Box at 3.4x, HubSpot under $10B on $3B+ ARR, Salesforce down 40%). AI will help these companies leverage their data moats to create more economic value, making them attractive alpha generators.
ПО для ИИ
Лонг
09 июл
$161.98
+43.0%
The SaaS apocalypse is overblown. Many public enterprise software companies with proprietary data, established customer workflows, and strong customer relationships are trading at depressed multiples (e.g., Monday.com at 2x revenue, Box at 3.4x, HubSpot under $10B on $3B+ ARR, Salesforce down 40%). AI will help these companies leverage their data moats to create more economic value, making them attractive alpha generators.
ПО для ИИ
Лонг
09 июл
$199.63
+22.8%
The SaaS apocalypse is overblown. Many public enterprise software companies with proprietary data, established customer workflows, and strong customer relationships are trading at depressed multiples (e.g., Monday.com at 2x revenue, Box at 3.4x, HubSpot under $10B on $3B+ ARR, Salesforce down 40%). AI will help these companies leverage their data moats to create more economic value, making them attractive alpha generators.
ПО для ИИ
Лонг
09 июл
$80.34
+17.6%
The SaaS apocalypse is overblown. Many public enterprise software companies with proprietary data, established customer workflows, and strong customer relationships are trading at depressed multiples (e.g., Monday.com at 2x revenue, Box at 3.4x, HubSpot under $10B on $3B+ ARR, Salesforce down 40%). AI will help these companies leverage their data moats to create more economic value, making them attractive alpha generators.
ПО для ИИ
Показано 4 из 4 коллов · сортировка по упоминаниям
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У Michael Kim на Buzzberg отслеживается 4 торговых идей по 4 тикерам с июля 2026. Чаще всего покрывает: MNDY, CRM, BOX.
