Adobe is mentioned as a recent purchase within the creator's broader bullish thesis on SaaS stocks.
Source Post
SaaS Stock Sale - $FICO and $INTU
Aug 27, 2026
The creator shifts focus from healthcare to SaaS opportunities, highlighting FICO and Intuit. FICO's strong revenue and EPS growth, coupled with raised guidance, suggest its business is resilient to AI disruption, despite market fears. The creator believes FICO's future growth estimates are conservative and sees potential for it to be undervalued.
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Meta is considered attractive under $600 and has been a recent purchase, fitting the creator's bullish SaaS thesis.
Microsoft has bounced significantly since purchase, and the creator would consider adding more if it drops to $425.
Service Now has been built out as a position and is currently up 25%, with the creator believing software plays will do well.
Oscar Health is mentioned as a past successful investment in the healthcare sector, which has since performed well.
United Health Group is mentioned as a past successful investment in the healthcare sector, which has since performed well.
Intuit is mentioned as a SaaS play that has seen a significant year-to-date decline, but the creator does not provide a current actionable thesis.
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