Fabian Ng

20 Jan 2020

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How would you analyse cybersecurity and SaaS companies?

Given that cybersecurity and SaaS companies seem to be the rage, how would you recommend that a newbie investor analyse such companies before deciding to invest?

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pat

20 Jan 2020

Tech based companies are harder to valuate in general. Look at their clients, orders, retain rates as a gauge of the strength of the tech companies.

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Billy

19 Jan 2020

Development & Acquisitions Manager at Real Estate Private Equity

Personally, for cybersecurity, I will look at their clientle base and see what are the brand names of company that uses their services. Track-record would definitely be another factor I'll take into account. Have their systems been hacked before? Any data breach from companies that employ their system?

SaaS companies-wise, would be how easy it is to torrent/crack their software. The ease of obtaining and converting it to piracy i.e. Photoshop vis-a-vis Bloomberg

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Bjorn Ng

19 Jan 2020

Business Analyst at 10x Capital

Hey Fabian,

SaaS companies works a little different than "standard" companies where you can use EV/...

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How to analyse cybersecurity companies?

Would directly buying insurance from companies be ok or would buying from an agent be better? Is it harder to claim insurance if I buy directly from the company?

Hearsay some companies would not allow their employees to hold a second part time job for additional income, would anyone be able to share a list of these companies?

How would you select your financial providers or insurance agents? Would you use independent advisors or only agents from mainstream insurance companies?

If you were to pick any currently-listed company in the world to invest in for a time period of 100 years, which company would you pick, and why?