Article By:
Sramana Mitra
Sunday, January 9, 2022 9:14 PM EST
I've been analyzing SaaS companies for over a decade, and PaaS companies for several years; based on this body of work here is a shortlist of 25 cloud stocks that I think would be worth buying.
In this article: COUP, WIX, DOCU, VEEV, NOW, PANW, ZS, QLYS, PLAN, NTNX, PD, ONTF, AYX, BILL, CRM, MSFT, FRSH, ZEN, PSTG, HUBS, TEAM, RNG, TWLO, OKTA, SMAR Also: SHOP
Avoid Shopify After Company Shoots Up Post-IPO
Thanks for your article which makes some good points, but I don't agree. I see a lot of potential for $SHOP, which has a lot of publicly traded clients. They are not just another $WIX or $GDDY.