Software Equity Group

FEBRUARY 28, 2023

Public SaaS companies enjoyed an unprecedented run from 2009 through 2021, but last year brought a wave of macroeconomic uncertainty, including rising interest rates, record inflation, supply chain problems, and geopolitical unrest. SEG began tracking these companies in 2010 to keep a finger on the pulse of the broader SaaS market.

Valuation 52

Valuation M&A Stock Profitability 52

Viking Mergers & Acquisitions

APRIL 17, 2023

Jimmy’s uncle was a lifelong risk-taker who became a Navy fighter pilot and, later, a successful investor. He worked with large publicly traded engineering and technology companies, small privately owned businesses, and several government entities. As a result, he learned the value of consistency, staying the course, and avoiding risk.

Mergers and Acquisitions 52

Mergers and Acquisitions M&A Business Broker 52

Mergers and Inquisitions

JANUARY 8, 2025

Main Quests and Side Quests: Always focus on your main story quest, i.e., your portfolio of liquid, publicly traded assets, and ignore or deprioritize the side quests, such as becoming a mini-VC or investing in real estate. Meanwhile, famous investors like Ray Dalio have suggested permanent portfolios or all-weather portfolios.

Investment 59

Investment Portfolio S&P Trading 59