Alphabet is mentioned as a comparison point for sticky software, with lower switching costs for Adobe compared to Alphabet.
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Top 4 SaaS Stocks to BUY NOW
Jul 6, 2026
The creator discusses ServiceNow (NOW) as a potential buy, highlighting its strong renewal rates, enterprise adoption, and strategic positioning in the AI control tower space. Despite a recent stock price drop, the creator believes the current valuation offers a fair price, supported by insider buying and a positive outlook on AI as a tailwind for the company.
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Adobe is placed on 'wait' due to risks in its consumer business and potential AI disruption, with a strong CEO being the only condition for ownership.
The creator likes the Shopify business and believes its thesis will play out over time.
Zoom's core business is not good and is overpriced due to its stake in Anthropic, with commoditization and competition from Teams posing significant risks.
Workday is considered a good business at a fair price, but in the competitive SaaS market, it's in no-man's land and should be avoided.
Atlassian is mentioned as being ranked ahead of Toast.
HubSpot is at high risk due to its lack of stickiness, reliance on outdated growth strategies like SEO, and a business model that doesn't suit small businesses well.
DoorDash is a strong competitor with massive distribution and a fantastic founder, posing a potential risk to Toast's growth.
Toast is a buy due to its sticky business model, data advantage, and enterprise adoption, despite potential competition from DoorDash.
Toast is a fast-growing business providing computer systems for restaurants, with exploding free cash flow and significant revenue per location.
