What is SaaS? Behind the Tech Stocks Taking Over the World


Eight years ago, one of the most successful venture capitalists in the world penned a letter in the Wall Street Journal explaining how every single industry was being taken over and led by tech-driven disruptors, and that the only incumbents that were maintaining control of the spaces they dominated were investing heavily in software.

His point: software is eating the world.

The letter now lives in investing lore, but its point remains relevant today — software has officially taken over.

The four largest companies in the S&P 500 are all tech companies that lean heavily on software — Microsoft, Apple, Amazon, and Facebook — and some of the greatest investments of the past couple years have been (you guessed it) software companies.

But software isn’t done consuming, and a whole new class of companies are harnessing it to capture incredible growth and reward investors along the way.

In this broadcast, we break down why the software business model is so successful and some of the top stocks in the tech and software space!

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Robert Dunfee


  1. Dan Husker
    July 14, 2021 at 10:36 pm

    Awesome! I would sure like to hear more from Mr. Solitro in the near future. Thanks for the great and informative videos.

  2. Walter Hayley
    July 14, 2021 at 10:36 pm

    If I can amend my previous comment: it would be wonderful to see you guys offer your take on the current market “rotation” and how it might effect your investment strategy, if at all… thx

  3. Trapp_House
    July 14, 2021 at 10:36 pm

    I watch this shit like people watch ESPN.

  4. gowrishankar shastry
    July 14, 2021 at 10:36 pm

    I am a long time listener of everything Motley fool.. specially anything Chris and Jason do.. first time seeing you online… this was very informational…. I am waiting for more videos like this…

  5. ben shephard
    July 14, 2021 at 10:36 pm

    Sound can be better but I am glad to see you guys have a channel

  6. Robert Behrend
    July 14, 2021 at 10:36 pm

    This is probably my favorite investment company since I started in 2013. Can't believe I received the majority of my investing mentality by the Fools for free! Big Love goes out to Chris Hill.

    Btw also loving the combination of JMo, CHill and Joey Solitro!

  7. curiousgeorge555
    July 14, 2021 at 10:36 pm

    OKTA ZS TWLO AYX ESTC are my fave SaaS stocks (for now).

  8. Walter Hayley
    July 14, 2021 at 10:36 pm

    One of your better video presentations—clear and concise. Thanks…

  9. patrick pitz
    July 14, 2021 at 10:36 pm

    Can I purchase a vehicle using docusign remotely?

  10. Ike Standifird
    July 14, 2021 at 10:36 pm

    Great info. Would like to see a text version.

  11. Kevin Desire
    July 14, 2021 at 10:36 pm

    One of my favorite stock research companies!!!! #StockAdvisor

  12. Investing Education
    July 14, 2021 at 10:36 pm

    Saas r exciting. I am lookin into two etfs PSJ and IGV for my portfolio

  13. Johnathan Garland
    July 14, 2021 at 10:36 pm

    Love the content guys! Would like to see an intro into income investing

  14. chetan saini
    July 14, 2021 at 10:36 pm

    Love the videos …always

  15. Todd Parker
    July 14, 2021 at 10:36 pm

    Excellent YT video! My only advice would be, we need some more "Hey now" 's from Jason Moser! He definitely has the voice for it! Hopefully there's some long-term listeners that know what I'm talking about.

  16. Todd Parker
    July 14, 2021 at 10:36 pm

    Starts at 2:20