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SaaS Index Insights Vol 4 Is Published November 29, 2010

Posted by Bernard Lunn in Uncategorized.

Buy It on CapitalMarkets.com for $125.

Table Of Contents

1. Summary

Top 5 Q-Q Revenue Momentum Winners

The 14 Stocks In The SaaS Index This Quarter

Buy, Sell & Short Recommendations

2. The SaaS Investment Thesis

This Report Is SaaS, Not Cloud: The Top Of The Stack

Why SaaS Is Better For Customers

Why SaaS Is Better For Vendors (ie Management Team)

Why SaaS Is Better For Investors

Buy The SaaS Index Or Individual SaaS Stocks?

SaaS And Macroeconomic Cycles

What Investors Should Focus On During This Phase Of The Transition To SaaS

3. Finding The Next SaaS Momentum Play

Revenue Is A Meaningful Comparable For SaaS Companies

Why We Measure Q-Q Revenue Growth

SaaS Stocks Ranked By Q-Q Revenue Growth

SaaS Stocks Ranked Revenue By Momentum Across 2 Qtrs

4. Finding The Next Value Play In The SaaS Index

Value Filter # 1: PSR (Price Sales Ratio)

Looking For Cash

How Does The Market Trade Value In SaaS?

The M&A Driver

5. Who Is In Both The Value 5 And The Momentum 5?

6. Size Matters: Escape From Small Cap Hell

7. SaaS Index Valuation Compared To Big Tech Index

Tracking Versus The Big Tech Index

SaaS Index Valuations vs Big Tech Index Valuation

8. Valuing The  Salesforce.com (CRM) Bellwether

The 3-Point Bear Case On CRM

The 3-Point Bull Case On CRM

How Did The Market View CRM Last Quarter?

What Does The Latest CRM Qtr Report Tell Us?

9. Companies In The Pure SaaS Index

Concur Technologies (CNQR)


Constant Contact (CTCT)

DemandTec (DMAN)

Kenexa (KNXA)

LogMein (LOGM)


RightNow Technologies (RNOW)

SuccessFactors (SFSF)

Taleo Corporation (TLEO)

DealerTrak (TRAK)

Ultimate Software (ULTI)

Vocus (VOCS)

10. Appendices: First Time Subscribers Start Here

A: Index Methodology

B. Salesforce.com (CRM) The SaaS Bellwether

C: Force Platform – Will This Take Salesforce.com To The Next Level?

D: Finding The Momentum Play In The SaaS Index

E: Why Deferred Revenue May Be Becoming Less Important



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