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Topic

saas

A collection of 3 issues

Zoom Communications

Zoom represents a compelling Value/Growth at a Reasonable Price (GARP) opportunity. It provides investors exposure to practical AI application deployment with significant downside protection afforded by its massive cash reserves and buyback activity.

Roper Technologies

Roper is a defensive, high-margin serial acquirer that offers the stability of an industrial blue-chip with the superior unit economics of a vertical software portfolio, currently trading at a valuation that demands consistent organic acceleration and disciplined capital deployment.

Daily Journal Corporation

Daily Journal (DJCO) is a rapidly growing GovTech specialist. Conservative accounting masks its true profitability, while a $500 million portfolio minimizes risk. A misunderstood compounder trading well below the value of its software assets.