Lots to like about Salesforce: stickiness, growth, margins, free cash flow. Tech companies will have a tough time weening off stock-based compensation, though.
@@harlanhavig Hi Harlan. Yeah, had some other stuff going on. Plan to be here regularly going forward. Probably a good re-entry point for a lot of the tech companies the Brians cover.
Great analysis, thanks! A combined score of 76/7,5 is "fine" but there are better alternatives among peers in business application software. My favorite is NOW: 83/9,25. Servicenow is still growing fast and priced accordingly, making it a potential buy after earnings (even small deviations from expectations could give a huge DIP, but long term they will be a dominant player and a great company to own for the next many years).
Awesome video Guys, thanks for helping me understand more about the financials. I'm keen to learn more and educate myself so please keep them coming. Its very much appreciated😀
Great company with a large moat and an excellent, inspiring and visionary founder CEO. Lots to like, only a few minor weaknesses. Great foundational stock.
25x forward earnings, how is that expensive for a company with SO much growth potential. This will be a trillion dollar company within the next decade, just like Nvidia.
Lots to like about Salesforce: stickiness, growth, margins, free cash flow. Tech companies will have a tough time weening off stock-based compensation, though.
Hey Dave how have you been. It’s been a while
@@harlanhavig Hi Harlan. Yeah, had some other stuff going on. Plan to be here regularly going forward. Probably a good re-entry point for a lot of the tech companies the Brians cover.
Can you guys please say what the ROC are as a percentage . Saying low or high doesn’t help me at all
Great analysis, thanks! A combined score of 76/7,5 is "fine" but there are better alternatives among peers in business application software. My favorite is NOW: 83/9,25. Servicenow is still growing fast and priced accordingly, making it a potential buy after earnings (even small deviations from expectations could give a huge DIP, but long term they will be a dominant player and a great company to own for the next many years).
i refuse to invest in this company based off their name alone. Service now? LMAO
Awesome video Guys, thanks for helping me understand more about the financials. I'm keen to learn more and educate myself so please keep them coming. Its very much appreciated😀
I’m really interested in this one. I need to understand the road to profitability a bit more before pulling the trigger
It has 6B cashflow. Its already very profitable. I dont know what youre smoking
The thunder icon is lightning, I believe
The mission statement is right at 5:00 minutes in the video
quite straight forward and effective analysis, liked it!
My company just started using Salesforce they said it’s not going anywhere and investing huge into it
Brett Taylor and Brian Feroldi are twins.
Could you guys post the deep dives on podcast? Would be very nice for driving
Great company with a large moat and an excellent, inspiring and visionary founder CEO. Lots to like, only a few minor weaknesses. Great foundational stock.
As someone who uses a platform powered by Salesforce.. they're legit and will continue to grow!
GREAT VIDEO. thanks
25x forward earnings, how is that expensive for a company with SO much growth potential. This will be a trillion dollar company within the next decade, just like Nvidia.
I can't recommend to invest in that stock