Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of RequestsBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd
Search
Shrewd'm.com Merry shrewd investors
Search
Best Of RequestsBest OfAll BoardsThe Shrewd’m WeeklyLearn to InvestHow to Become Shrewd


The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
Answer this questionContinue to Shrewd'mThis note won't appear again
Halls of Shrewd'm / Any Missing Board Requested Here
Unthreaded | Threaded | Whole Thread (2) |
Author: Manlobbi 🐝🐝  😊 😞
Number: of 165 
Subject: Re: Board Request: Upstart Holdings Inc (UPST)
Date: 12/22/22 2:41 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
I extremely appreciate your kind words. Thank you BenSolar!

Your new board - Upstart Holdings!
http://www.digitalscores.com/MB?bid=1509

Another great place to discuss, if not Upstart, then a lot of true SaaS firms - Software as a Service Gems!
http://www.digitalscores.com/MB?bid=22

This second board is a comfortable fire-side chat for SaaS firms with broader discussion scope, so it can be a useful intellectual contrast.

If you have emails of SaaS investors, you could invite them also to increase momentum.

I really do believe in the enormous economic strength that SaaS firms have - provided, as I wrote in the introduction at Software as a Service Gems, they have something inherent about them that allows them to retain customers. Customer retention always seems easier than it is, until 12, or 20 years pass, and the product can be completely surprised by something else. The value of firms, even more so the rapidly growing ones, are largely based on the earnings 20+ years away, rather than the earnings only 3, 5 or 8 years away.. so long-term durability is so vital and easily overlooked, as I write much about in the Manlobbi's Descent book.

- Manlobbi
Post New | Post Reply | Report Post | Recommend It!
Print the post
Members reply directly to Manlobbi here — and replies get answered. Reading is free; so is joining the conversation. Join Shrewd'm »
This community has written 161 posts about Any Missing Board Requested Here. The article-length ones it recommended most:
Building portfolio models · 4 recs · 2025
Unthreaded | Threaded | Whole Thread (2) |


Announcements
Any Missing Board Requested Here FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of Requests | Best Of | Favourites & Replies | All Boards | Followed Shrewds | Open Questions | Moving a community