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URL:  https://boards.fool.com/if-we-are-look-at-small-to-mid-cap-saas-fintech-34079508.aspx

Subject:  Re: Cheap portfolio Date:  12/8/2018  6:25 AM
Author:  tchalla Number:  106411 of 116465

If we are look at small to mid cap SaaS / fintech companies, based on current prices I'd put forward the following "cheap" candidates as a decent chance of significant outperformance over a 5 year period.

As with the darlings discussed here / on Saul's board, you have to be selective.

NTNX
PAGS
BZUN
ROKU
MIME
SAIL
CBLK
INST
YEXT
ZUO

I'll readily accept that "growth at a reasonable price" isn't nearly as compelling as "overvalued category crushers".

Buying category crushers at times when the P/S ratios compress would likely outperform the above buys today.

Thoughts?
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