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How to Invest in High Growth SaaS stocks?

2022 didn't start off well for growth or SaaS investors.

However, it has provided aspiring investors and those who are looking to grow their portfolio, a rare chance to buy into strong growth companies, at a huge discount!

I'll be sharing how non-financially trained, part-time investors with small capital like us, can identify and invest in high growth SaaS stocks in 2022. Join me in the next run of my masterclass:

Next run will be announced soon, join the waiting list:

Your Speaker:

Cheng 

Self-taught SaaS* Investor.
Clocking >20% CAGR over 15 years of investing.
*Cheng focuses on Subscription-as-a-Service stocks.

What picking the right high growth SaaS stocks can do for your portfolio:

*only suitable for investors who can stomach market volatility for higher returns.

What you can expect to learn at my webinar:

  • Is the current market correction a good time to enter the market? (and what actions I personally took)
  • Why traditional value investing metrics no longer work in this new economy?
  • 2 key metrics that you should be using to valuate and pick SaaS stocks with hypergrowth potential instead.
  • My criteria to picking such stocks, how I bagged >20% CAGR over 15 years, and what are they opportunities I'm looking at today?
  • How I'm positioning my portfolio for greater growth in 2022.
  • [Real Case Studies] SaaS growth stocks that I've invested in.
  • How you can take advantage of SaaS stocks to grow your portfolio, as an investor.
  • and more

Thanks to Cheng, I had bought Crowdstrike at USD202.44. At the point of writing, my profit is USD9,300, ~25% profit.


As an experienced investor with over 15 years of investing background, I was looking to learn something new about investing.

Cheng's strategy is focused on growth which is in line with my belief.

chee wan

part time investor

You've probably heard of these stocks. They were the darlings of tech stock investors in the past 2 years, delivering great returns in the bullish markets between 2020 and 2021. However, the music stopped in Dec 2021 when news of a potential slowdown of QE were released.

Investors abandoned their favourite hot stocks in doves and that's where we are today:

NET, SNOW and CRWD performance since Nov 2022. Source: Yahoo Finance

Many investors are now afraid of tech stocks and it is evident as we see their stock prices tumble even as many of them start reporting even stronger financial results.

This fear is irrational.

Truth is, these companies were already silently building a sizeable user base, even before the pandemic hit.

If you'll follow me into the pages of Cloudflare's financial reports, you'll see that their revenue and gross profits have been growing since 2016, way before Covid was even a possibility:

Cloudflare's Revenue Figures (as of 2021 annual report)

And guess what?

This is a common trend among the leading SaaS stocks.

And the growth of these companies is inevitable, because we are already in the midst of an industrial revolution of sorts! 

Just look at the projected growth of artificial intelligence in Asia Pacific alone:

If you've ever wished that you had gotten in earlier during a bull market, now is the chance because:

Strong companies will always survive market cycles, and bounce back stronger.

One popular example is Apple which has continued to grow despite undergoing several rounds of price correction due to general market sentiments.

Apple price since 2015. Source: Yahoo Finance

If you had bought at the dips in 2018 or 2020, you wouldn't be fazed by the current correction at all. In fact, you'll still be seating on a fat profit.

If you're worried, anxious or frustrated with the current markets, I'd like to remind you:

Our role is simple: Pick the strongest growth stocks and buy them at a fair price

As small investors, we cannot control the markets, predict geopolitical issues or avoid fiscal policy changes made by governments. 

However, we can use publicly available data to select the best stocks that'll allow us to grow our portfolio steadily over time.

And I get it.

I felt the pain when I saw my profits being wiped out in early 2022.

But I stuck to the plan, bought more positions in some heavily discounted high growth SaaS stocks, and now my portfolio is recovering slowly. 

So, if you are searching for opportunities to get into some of the best growth stocks of our generation, I invite you to join me at my free webinar where I'll share how I personally pick profitable SaaS* stocks that has allowed me to grow my portfolio by 20% annually, since 2007.

*not all software companies are good, I specifically pick Subscription-as-a-Service type SaaS stocks. 

In 2 hours, I'll be sharing:

  • Is the current market correction a good time to enter the market? (and what actions I personally took)
  • Why traditional value investing metrics no longer work in this new economy?
  • 2 key metrics that you should be using to valuate and pick SaaS stocks with hypergrowth potential instead.
  • My criteria to picking such stocks, how I bagged >20% CAGR over 15 years, and what are they opportunities I'm looking at today?
  • How I'm positioning my portfolio for greater growth in 2022.
  • [Real Case Studies] SaaS growth stocks that I've invested in.
  • How you can take advantage of SaaS stocks to grow your portfolio, as an investor.
  • and more

Why 'SaaS'?

SaaS is short for 'software-as-a-service'.

Quite literally, these companies offer software as a service, with many of them making money on a subscription model.

Take a look around you. 

You've probably relying on a software or app for work, entertainment, travel and even to settle your meals.

You may even be a user of some of the popular SaaS:

Examples of popular SaaS stocks

And it's not just you.

Businesses around the world are relying more on software, in order to stay operational. 

This digital transformation isn't new, it has started since the early 2000s. But, we're just starting to see visible traction today.

And that's why I see an opportunity.

To further improve my odds, I go one level deeper and focus on Subscription-as-a-Service stocks. These companies are great for many reasons that I'll be sharing in my webinar. 

We'll also take a look at some of their financial numbers - it'll become very clear why these companies are likely to become multi baggers.

If you wish to learn to pick similar companies backed with sustainable business models, join me:

I've gleaned insights and methodology that help me to conduct a more thorough analysis and approach on these SaaS companies which usually are valued differently from other sectors.

In additional, as a graduate, I am now part of a like-minded community of investors whom constantly share perspectives and opinions among ourselves.

IVAN

part time SaaS investor

Who are we?

We help retail investors make better investment decisions by empowering them with confidence, hands-on skills and intelligent toolkits.

Some of our shareholders include:

Who are we?

Who you'll be learning from

This webinar is taught by our SaaS Investing Trainer, Cheng

Cheng
Self-taught Growth Value investor, focusing on SaaS stocks.

Clocking >20% CAGR over 15 years of investing.

Wants to help you achieve the same.

  • Growing his investment portfolio at a CAGR of 20% since 2007
  • Part time investor

Hey there, I'm Cheng. I've been researching and investing in Software companies since 2019, using a mix of value investing principles (from Graham and Buffett) and SaaS stock specific metrics.

I've achieved >20% CAGR over the past 15 years, while holding a full time job that's not investment related.

I believe that we are still in the infancy of digital transformation and cloud companies will continue to grow fast, in order to disrupt legacy players and fight for more market share. Future returns of SaaS stocks bought at a reasonably fair valuation will give satisfactory returns in the years to come.


Join me in this journey to accelerate your portfolio returns and to exceed your retirement goals.