Rule 40, perfect for SaaS companies

Rule 40. Investors are most concerned about the growth of the company and how much money it can make. In particular, the profitability conditions for companies listed on the US stock market are relatively loose, unlike Taiwan or China, which highlights corporate profitability as a necessary condition for listing.

Non-quantitative factors determine success or failure of an investment

Non-quantitative factors determine success or failure of an investment. People overemphasize the importance of science and numbers in investment, as I mentioned in the book “The Rules of Super Growth Stocks Investing”, section 1-1. Investment is a not a science but an art in the economic field under sociology, which is more related to humanities

Software PE ratio is about twice that of hardware. What is the basis?

Software PE ratio is about twice that of hardware. What is the basis? A reader once asked me when I discussed the valuation of the software industry on section 3-2 of my book “The Rules of Super Growth Stocks Investing.”

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