why superinvestors not buying SAAS crash?

=== SUMMARY === - The post questions why prominent value investors (e.g., Berkshire, Li Lu) are not actively buying SaaS stocks like ADBE, INTU, CRM, and CNSWF, which have fallen >50% from highs. - The author's thesis is that valuations are now attractive, and the lack of buying from these "superinvestors" is puzzling, warranting an explanation. - Quality assessment: Speculation. The post poses a question based on price action and anecdotal evidence of investor inactivity, not on fundamental analysis. === SENTIMENT === MIXED === TRADE IDEAS === CRM - WATCH | confidence: 0.60 | sentiment: +0.3 Speaker: u/ContributionKindly13 Thesis: 1. THE FACT: Salesforce (CRM) is mentioned as a SaaS company that has fallen more than 50% from its highs, making its valuation appear more attractive. 2. THE BRIDGE: The author implies a potential value opportunity given the significant price decline and the historical success of value investors in similar situations. 3. THE VERDICT: The stock is worth monitoring due to its depressed price, but the noted lack of buying from major value investors introduces uncertainty. 4. RISKS: Structural threats to the SaaS business model (e.g., from AI, per comments); prolonged growth slowdown; high valuation even after the drop. Timeframe: medium-term Key Points: - >50% off highs - Value investors not buying - Valuation more attractive ADBE - WATCH | confidence: 0.60 | sentiment: +0.3 Speaker: u/ContributionKindly13 Thesis: 1. THE FACT: Adobe (ADBE) is listed among SaaS companies that have crashed over 50% from all-time highs. 2. THE BRIDGE: The price decline presents a potential entry point for value, yet the absence of famous value investors raises questions about hidden risks. 3. THE VERDICT: A candidate for a value play, but requires deeper investigation into why "superinvestors" are avoiding it. 4. RISKS: AI disruption to its creative software suite; competition; possible sustained multiple compression. Timeframe: medium-term Key Points: - Ma