Technology continues to be one of the strongest market sectors, but we are clearly at a point where software is a major market theme of its own, and, within that, the evolution of Software-as-a-Service (SaaS). This is software hosted remotely through the cloud, with the software vendor taking care of... Show More
Rezdy is fast emerging as a dominant player in the Tours and Activities booking software market and has a clear strategy to create a world-leading global marketplace. Show More
We spend a lot of time thinking about the relationship between growth and value at Bailador. Here are some high-level numbers from two well-known companies that have about the same value. Show More
Value creation among software-as-a-service (SaaS) companies can be explosive -- Atlassian is now worth more than Coles and Amcor despite their near-century headstarts -- which is why I hopped on a plane to head to Silicon Valley for SaaStr 2019. Show More
Pointerra Limited (ASX:3DP) sells a Cloud-based solution to manage, visualize and share 3D geospatial imaging data. Target customers include companies in the mining, oil and gas, construction and government sectors as well as incumbent providers of laser scanning equipment and 3D data analytics and design software. Show More
FirtWave’s SaaS platform sits between the world’s largest security software vendors, and Telco’s high-value clients, looking for security solutions in the cloud environment. There is an enormous tailwind in this cyber security space, which is accelerating. Microsoft CEO, Satya Nadella, estimated cybercrime was costing the global economy around US$3 Trillion... Show More
At Pie Funds, we have found that investment returns are greatly improved by maintaining a portfolio that exhibits both value and growth. On the growth side, we have recently taken a position in Pushpay Holdings, one of the fastest-growing SaaS businesses in the world. Show More
