StockTalk: Did B2B 'SaaS' plays weather the COVID storm? from Stockhead on Vimeo.
StockTalk is a Stockhead video series featuring a roundtable of experts discussing a new investment topic each week. In this edition, host Dr Nigel Finch discusses the Software-as-a-Service market and whether it is still fruitful ground for investors.
Populating the experts panel this week is Paul Wilson, co-founder of Bailador Technology Investments (ASX:BTI) and Gerard Dyson, managing director of Spectur (ASX:SP3).
The group discusses a range of topics, including how to value early stage and scale-up SaaS plays, the impact of customer churn on revenue, how COVID-19 has impacted the market, when to exit and much more.