No. of Recommendations: 3
For me, the what to buy is a combination of: market leader, a growing addressable, with high gross margins, rapid annual revenue growth, and a way to see the company increasing in size by an order of magnitude

As for the when to buy:

I plug SAAS stocks that I track into a formula based on these, to identify when they might be trading at a discount to implied value

Not a magic formula, but it helps me. The best example in the last few month for me was to load up on TTD based on the discount to the implied valuation using both the formulae, the story, and great management
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