Re: Discussing software/information techology investments
Posted: June 12th, 2019, 10:31 am
JamesMuenchen wrote:TheMotorcycleBoy wrote:dspp wrote:A personal observation is that there are insufficient such companies in the UK to want to constrain search to the UK.
I know what you mean.
I tend to agree that the US is the bigger pond but if you want to avoid currency risk then there should still be plenty of opportunity in the UK
https://www.forbes.com/sites/trevorclaw ... b97050d46f
13 new unicorn companies (valued at $1 billion or over) have been created in the U.K. over the past year, bringing the national total up to 72....With a total of 18, London has more fintech (financial technology) unicorns that San Francisco (15), although marginally fewer than the Bay Area as a whole. And across the whole tech sector, the capital’s 45 $1 billion companies trumps both Berlin (10) and Paris (9).
After all, its not the number of winners you pick that matters.
For US stocks, and for learning about valuing SaaS stock I would recommend Saul's board on TMF
https://boards.fool.com/sauls-investing ... 20980.aspx
Cheers James,
Just has a quick squint at this place. Who's Saul BTW, Brit or Yank? That is, is this board welcoming to international posters (e.g. if I join)? I obviously won't mention the Trump word over there....
Matt