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Latest Posts

Valuation

Feb 26, 2026

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AI's triggered a SaaS sell-off. But it's just a trigger

Maybe the most worrying information from Netflix's latest quarter: its number of paid memberships

Analysis

Maybe the most worrying information from Netflix's latest quarter: its number of paid memberships

Feb 9, 2026

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Analysis

Why $META may still be too expensive

Jan 26, 2026

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Today's unicorns are not yesterday's ones, Valuation, Intrinsic Valuation, RAST

Valuation

We should use the word “valuation” with care

Dec 30, 2025

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Latest Posts

Valuation

Feb 26, 2026

·

AI's triggered a SaaS sell-off. But it's just a trigger

Maybe the most worrying information from Netflix's latest quarter: its number of paid memberships

Analysis

Maybe the most worrying information from Netflix's latest quarter: its number of paid memberships

Feb 9, 2026

·

Analysis

Why $META may still be too expensive

Jan 26, 2026

·

Today's unicorns are not yesterday's ones, Valuation, Intrinsic Valuation, RAST

Valuation

We should use the word “valuation” with care

Dec 30, 2025

·

More from the Past

Analysis

Is Roblox overvalued? Make better investments with RAST.guru

Roblox: massive hype or real value?

Jul 30, 2025

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Valuation

How does valuation with DCF work? Invest better with RAST.guru

How to do valuation with DCF?

Jun 20, 2025

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Analysis

Is Atlassian really overvalued? An analysis by RAST

Is Atlassian really overvalued?

Jun 12, 2025

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Valuation

RAST, the valuation benchmark

What is RAST?

Jul 22, 2025

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