Whitney Tilson's Daily
Why ServiceNow can survive the 'SaaSpocolypse'; OpenAI is in big trouble; Cybercrime is a leading industry in Cambodia
1) In yesterday's e-mail, I analyzed Software as a Service ("SaaS") provider ServiceNow (NOW) through my "first look" lens. My team and I did a deep dive on the company in Stansberry's Investment Advisory last month, after the stock had been nearly cut in half. (If you're not already a subscriber, you can become one by clicking here.) Despite the company's strong financials, the stock has continued to fall since then. One of the main reasons for that is the "SaaSpocolypse"... This refers to the investor panic around SaaS companies, driven by fears that artificial intelligence ("AI") will severely impact […]
April 28, 2026
|Whitney Tilson