SaaS

The sell-off is real. But for SaaS companies with genuine moats, this is exactly the kind of entry point you've been waiting for

It's the end of coding (as we knew it).

Why Infinite Code Doesn't Build Infinite Moats

Over the years we’ve shared numerous investment ideas on Livewire. But that alone ignores the other critical piece to good investing.

Blackpearl Group's ("BPG") organic ARR is growing at 51%, but is trading at an EV/ARR of 3.6x.

LegalZoom is owner-led, has strong partnerships and a growing subscription base, and we believe they will experience sustained growth.

First Sentier’s Dushko Bajic explains why fundamentals still matter, and shares two stocks with massive potential.

Catapult's share price has gone from sub $2 to north of $5 in less than a year. If you haven't been paying attention, perhaps you should.

Is WiseTech CEO Richard White untouchable? A Board review into his dealings and disclosures points to major issues. How long can he hold on?

For background information about this A1-quality company, I previewed REA Group’s (ASX:REA) latest results here, wrote about why I believe REA Group is one of...