SaaS GREAT NEWS: Anaplan PLAN stock takeover & what it means for SaaS Stocks (DOCU, TWLO, VEEV, ZM)

Anaplan or PLAN stock announced a takeover bid from Thoma Bravo for $10.7 billion or $66 per share in cash! This represents a 46% premium to their recent price and might set a valuation floor for other SaaS stocks.

What does Thoma Bravo's bid on Anaplan mean for SaaS stocks like:
Docusign (DOCU stock)
Twilio (TWLO stock)
Veeva (VEEV stock)
Zoom (ZM stock)

Is there a cheaper, faster growing SAAS stock that I should look into?

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[unrivaled]

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[TheRickpage]

Check out STEM again, made great strides since your last vid. 250% '21 rev. growth, forecasting 200% '22 - 40% of rev is SaaS, March presentation out.

[hansolyoon]

By far, this is my favorite financial YouTube channel. I love his focus on fundamentals and business model, rather than pumping a particular stock.

[pearsonvuetrick]

This guy has made me serious cash. No joke.

[paulbennett]

$ESTC seems to have come down to a decent valuation for 40% growth.

[sujithkumar]

If get chance, Can you cover UI path once again.

[aaravpatel]

Curiosity stream seems like an absolute steal at the current valuation. It was below $3 a share recently at a price to sales of about 3. You have covered them in a past video but I would like you to do an updated video because the price has fell significantly and they have been executing well.

[strayder]

Daniel, What are your thoughts on LATCH? It's been sold off but now recovering slowly.

[niharthakkar]

Freshworks is trading at 15X Price to sales I think and will grow faster.

[screwcollege]

Berkshire also bought a insurance company today! 12 billion for $Y

[exursist]

Does Hims count as a SAAS company? Perhaps not but they do have like 70% gross margins, more than some some others you mentioned (like twilio).
It trades at a 2022 p/s of like 3 or so I think

[rajputrana]

Hello buddy! So TWLO will go up from here?

[sujithkumar]

Could you please share me website link for price to sales graphs

[xdude]

Well, well, well... every 1% rise in the interest rate is $300B in debt repayments. Not sure how much Fed can raise interests before all public spending does tits up...
I think more, speed of reduction of the balance sheet - will cause assets to fall. Can anyone quantify the effect of this - 6 Trillion reduction is more a concern - I think given total market cap of US securities is roughly 55, and assume all that cash is invested in equities - It would cause roughly a 10% drop. Is that the right way to look at the effect or reduction of Fed balance sheet. Anyone?