Jeff Fischer

Long days and nights in Kyiv all week.

Every day, many times a day.

This is a very niche post, so thanks in advance for anyone who reads it. In short, I need to praise @Fiscal_ai for listening to a customer and making a software change in less than 24 hours. After months of accepting that data I paid for sat under a confounding shadow urging me to upgrade, I wrote to see if they'd improve this. In a mere day, they did, to the format on the right. So much better, IMO. Awesome response and a great fix. Thanks! (Hopefully their upgrades don't suffer. I'm actually more likely to upgrade from Pro to Max now. 🙂)

The biggest negative to the new @Google Finance quote pages are the Prediction Markets under any stock's page. That isn't investing.

Every single analyst here (and there are more) is wrong so far on $SWKS. I’m not saying it’s great. It has lagged for years. But a slew of professional downgrades in July just before it takes off.

$ADI has strong gross, operating and FCF margins. Along with twenty-nine consecutive years of positive FCF, and twenty-two years of dividend increases (every year since the payment started). The dividend has increased by 9.8% annualized the last decade. AI-related sales, now around 20% of the total, are lately helping to lift margins.

From a Gemini exchange I had last week (just a small part of the bullish argument provided):

One bullish argument for SaaS is when it's easier to write code, you can derive more value per employee, while adding more features/revenue opportunities to your products. $NOW $ADBE

An interesting look at drawdown stats for individual stocks (such as SaaS stocks that have fallen 50% or more; from @TheTimeInvestor).

$MELI, $DOCU, $ABNB, $ADBE, $AFRM, $FDS -- some quality companies at low forward multiples to FCF. Clearly, AFRM and MELI have the best revenue growth projections, but ADBE & ABNB sales growth remains respectable. It's a sign of the times how "old school" these companies already feel. And it may take a few more years before investors are less nervous about AI making software companies (and the likes of FDS) weaker, if it doesn't play out that way.