gabbs
Oct 21, 5:08 PM
$TOST $CRM I'm still debating whether it makes sense to consolidate the position and keep only one of the two names for the sake of simpler portfolio management. Green on both already... The challenge is that I genuinely like both. SaaS remains an interesting recovery story. TOST carries more risk but may offer a larger payoff if execution goes well. CRM, on the other hand, has a stronger competitive position, more stability, and a solid moat, albeit with less growth potential. Perhaps the decision would have to be made by the way each of them impacts the overal portfolio regarding risk weightning and in other aspects... Thinking out loud.
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