Dying Software Giant or Attractive Opportunity? Salesforce Stock Explained скачать в хорошем качестве

Dying Software Giant or Attractive Opportunity? Salesforce Stock Explained

Salesforce was a pioneer in SaaS, or Software as a Service. They built up one of the world's largest software companies and 90% Fortune 500 companies use 3 or more of their products. However, with AI making software creation much easier, investors are wondering out loud how much a moat Salesforce has long-term. In this video we dive deep into the business, each product segment, and touch on key AI risks and valuation. 15% off of a Fiscal.AI subscription through this link here: https://fiscal.ai/?via=drew ~*~ I worked at Goldman Sachs and an investment fund that managed hundreds of billions of dollars. In this channel I will teach you everything I know, including how to analyze a business, how to invest, the differences between bad and good businesses, and other finance topics. Follow us to learn 1) how to become a better investor and 2) how to analyze and understand business! ~*~ Chapters 0:00 — -49% Drawdown 4:35 — 5 Business Segments 6:00 — Sales - 1st Segment 7:05 — Service - 2nd Segment 8:34 — Platform - 3rd Segment 12:36 — Integration & Analytics - 4th Segment 14:48 — Marketing - 5th Segment 20:17 — Competition 36:07 — Salesforce in the AI Era 44:21 — 4 AI Risks 56:38 — Valuation ~*~*~*~*~*~ Drew Cohen is a Registered Investment Advisor and he also runs an investment research firm that caters to professional investor and hedge funds. You can find out more about the research firm at www.SpeedwellResearch.com Drew also has a podcast called The Synopsis. The Synopsis is aimed toward professional investors and covers stocks, investing, and various other topical business news. Follow the Podcast on Spotify here: https://open.spotify.com/show/3lGqHRK... Follow the Podcast on Apple here: https://podcasts.apple.com/us/podcast... ~*~*~*~*~*~ Nothing here is financial advice. See channel disclaimers. ~*~*~*~*~*~ #investing #stockmarket #finance