Dec 25, 2024

VMS companies like Constellation Software have some unique characteristics that put them in a class of their own. By owning an array of products, a VMS holding company can create a robust portfolio of highly profitable and diversified software products. Read More

Jun 22, 2024

When using tools like the Rule of 40 and the Rule of X, it's important to consider which revenue growth figure to use. Generally, the options are trailing revenue growth, current fiscal year estimate, and next fiscal year's estimate. Read More

May 27, 2024

Analyzing compound annual growth goes beyond looking at bottom-line earnings. Quality companies should be showing consistent growth from the top line to the bottom line. Read More

May 21, 2024

Rule of X, adapted from the more widely known Rule of 40, is a metric used to compare growing cloud computing companies. In this article, we will cover how to apply Rule of X using the free Rule of X tool featured here on Valuations.cloud. Read More

May 13, 2024

There are several good ETF options for investing in cloud computing companies. Although there are many tech-related funds that contain relevant companies, we will be covering 3 that are solely focused on this industry. Read More

May 7, 2024

The trades and positions of many of the world's top investors are public information. Find out how you can use this information to your advantage by adding new positions to your portfolio and possibly reverse engineer their process. Read More

Apr 29, 2024

There are several common ways to build a portfolio using the Rule of 40: pick individual stocks, use a mechanical approach to systematically buy stocks, or buy an index through an ETF. We'll cover the benefits and drawbacks of each approach. Read More

Apr 25, 2024

"Rule of 40" has become a popular benchmark in the Cloud/SaaS (Software as a Service) industry. In this article, we will explain its importance and why alternative methods are needed for this industry. Read More

Apr 4, 2024

Valuations.cloud is a new website that aims to provide educational tools and data for investing in SaaS and cloud tech companies. Read More