Why the SaaS Sell-Off Is Creating Generational Buying Opportunities

The sell-off in software-as-a-service (SaaS) stocks could be creating a generational buying opportunity in the group. At least this is the view of Thoma Bravo, which is widely regarded as one of the top private equity investors in the SaaS space. It has taken many SaaS companies private over the years, and it currently owns about 80 software companies. In a recent presentation, Thoma Bravo noted that SaaS stock fundamentals have moved in the opposite direction from their valuations. It noted that fundamenta ...