If you’re up 3% today, congratulations you’re not following the rat race.

Summary

• The post is a brief, unsubstantiated claim that holding SaaS companies acts as a hedge against overhyped sectors, with the author revealing they are fully invested in SaaS.
• The implied thesis is that SaaS is undervalued relative to currently hyped areas of the market, but no data, reasoning, or specific holdings are provided.
• Quality assessment: This is noise / speculation, not a well-researched due diligence post.