#25: WallStSaasBro With An Up Close View On The SaaS Market

In a growth-y market, it pays to have a fresh perspective. We interview WallStSaaSBro, a notorious member of fintwit who has firsthand experience on what's going on in the software sector. As an account executive in New York who has seen one sector - healthcare - go beyond acceleration into actual soup to nuts adoption of modern technology in 2020 - he has a value-added take on what's going on in the sector. He also has an interesting story and we have a wideranging conversation on his background, the state of New York, and the state of SaaS.This call was recorded August 28th. Topics Covered4:45 minute mark – Background and setting the NYC scene12:45 – The changing expectations for sales hires at the big SaaS firms. 14:45 – Learning from unlikely sources – Martin Shkreli. 18:45 – AT&T as the jumping off point. 23:15 – The home healthcare market opportunity. 28:45 – Communications as a service. 32:45 – Parallels to past bubbly markets. 37:00 – CRM and WDAY stepping up – a beat? 40:15 – The 20-something tech perspective both personal and professional - ZoomInfo. 55:45 – Sales climate. 58:45 – WFH Impact. 1:03:15 – What does New York look like? 1:07:15 – Is New York dead? 1:20:15 – How could sales change, and automation. 1:25:15 – SaaS Bro’s top career investments. 1:34:15 – Explaining Coupa Software and Spend Management. 1:36:15 – The cybersecurity challenge. 1:40:15 – Covering Slack. 1:49:15 – The value of sales as a career path.

Om Podcasten

The Razor’s Edge is an investing podcast that combines a prop trader’s viewpoint and deep-dive fundamental research to provide a unique take on the markets. The show is co-hosted by Akram’s Razor, a trader and investor with decades of experience and a track record of truly differentiated ideas and analysis, and by Daniel Shvartsman, an individual investor for the past decade who saw thousands of investing pitches and ideas and how they played out during his previous time at Seeking Alpha. The duo start with a theme or idea from Akram’s investing, then break it down to understand what goes into the idea, what could go wrong, and what else investors and traders need to know. They also interview industry leaders, executives, and other investors to get a wider perspective. The show has thousands of listeners around the world.