NEW Position Alert

Portfolio: I just added this medium-cap SaaS company to my portfolio

I wanted to let you know that last night just before market close, I added a new company to my portfolio. This cloud, SaaS company has been high on my watchlist for a while and you have probably seen it listed in the watchlist section and the buypoints section of my portfolio linked below.

I even published a deep dive podcast episode on the company a few months ago. The episode linked below tells you all you need to know about the company’s business model, products and future prospects. I liked it as soon as I researched it, but wanted to learn more, wanted to understand how the macro environment could impact their fortunes…

Their latest Q4 earnings report gave me a higher sense of confidence that they are here to stay and have excellent growth prospects going forward.