2022 Super #5: Avaya Holding
SaaS is falling out of favour and I am intrigued.
I have been looking at SaaS company from far for a long time.
The reason why I have yet to pull the trigger is VALUATION.
With share prices coming down, my guess is there is some which would be valuable.
One of the easiest to understand thesis out there always has been the SaaSification of older companies. Adobe is a great example where they managed to…