Why buy this report

Understand SaaS: find what really drives this market. The author knows SaaS from 30 years in the software business.

Find Momentum Plays: find the companies that are moving fast. Understand the operational drivers for momentum so you can get ahead of the herd and know when to get off.

Find Value Plays: find undervalued SaaS companies. We go past the obvious filters to find value that is not junk.

Author

Bernard Lunn

Disclosures

Copyright © 2010 Concordia Consulting LLC. All Rights Reserved. From time to time, the proprietor of Concordia Consulting LLC may own shares in some of the stocks mentioned in the Report or have business relationships with some of the companies mentioned in this Report. No recommendations, either expressed or implied, are being made to buy, sell, hold or short any of the mentioned stocks. No legal, tax or accounting advice is expressed or implied. Always contact your attorney, CPA, or tax advisor before acting on any legal or tax issues. All information provided is believed to be accurate but is not guaranteed.Services and products referred to herein are trademarks, registered trademarks, servicemarks, and/or registered servicemarks of their respective trademark or servicemark owners. To contact Concordia Consulting LLC,

1. The SaaS Investment Thesis

* 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

2. Companies In The Pure SaaS Index

* Concur Technologies (CNQR)

* SALESFORCE.COM (CRM)

* Constant Contact (CTCT)

* DemandTec (DMAN)

* Kenexa (KNXA)

* LogMein (LOGM)

* NETSUITE (N)

* RightNow Technologies (RNOW)

* SuccessFactors (SFSF)

* Taleo Corporation (TLEO)

* DealerTrak (TRAK)

* Ultimate Software (ULTI)

* Vocus (VOCS)

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 By Revenue Acceleration/Momentum Across Two Quarters

* How Does The Market Value Revenue Momentum?

4. Finding The Next Value Play In The SaaS Index

* Top 5 Stocks Based On Low PSR

* Value Filter # 2: Cash To Market Cap

* How Did The Value Plays Do Last Quarter?

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

6. SaaS Index Valuation & Performance

7. 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?

Appendices: First Time Subscribers Start Here

A: Index Methodology

B. Salesforce.com (CRM) The SaaS Bellwether

C: Force Platform – Long Term Salesforce.com Growth

D: Why We Use PSR As A Value Indicators

E: Why Buyout Firms Clean Up While Public Market Investors Are Not Paying Attention

F: Finding The Momentum Play In The SaaS Index

G: Why Deferred Revenue May Be Becoming Less Important

Price

$125

Click on BuyNow to order SaasInsights. Once you have paid, we will send the Report via email.

Stocks

CNQR CRM CTCT DMAN KNXA LOGM N RNOW SFSF TLEO TRAK ULTI VOCS

Concur, Salesforce.com, Constant Contact, DemandTec, Kenexa, LogMeIn, Netsuite, RightNow, SuccessFactors, Taleo, DealerTrak, Ultimate Software, Vocus

Find which of these stocks to buy or sell. This Report shows:

The valuation of all these stocks compared to the SaaS Index average
The 5 best SaaS stocks ranked by value
The 5 best SaaS stocks ranked by revenue momentum

Keywords