Jan. 18 at 1:36 PM
If geopolitical noise triggers a broader pullback, SaaS could quietly become the most mispriced pocket of the market.
Why? Many high-quality names are already trading at compressed multiples despite solid growth and improving fundamentals.
If this helps, tap @QuantitativeTrading_
Two that stand out to me:
$ZETA and
$RBRK — not hype trades, but companies with real platforms and long runways. These are the kind of setups where patience + volatility can pay.
🧠 Near term: Scale in carefully, respect the tape
📈 Medium term: Let the thesis play out
💎 Long term: Strong conviction — 2026+ potential is real
Markets overreact short term. Value tends to show up where fear meets quality.
