Investing City’s Methodology: Ryan Reeves on SaaS, Research Process and Competition

My guest today is Ryan Reeves, the founder and CEO of Investing City. Ryan is an amazing follow on Twitter (@investing_city) and I’m excited to release this interview. No one I follow reads more 10Ks and produces more high quality analysis on top tier businesses. We talk about Ryan’s research process, position sizing, evaluating expectations, re-rating drivers, processing quarterly results, churn as a key metric, SaaS pricing models and more. There are so many names covered in this pod - ROKU, FSLY, NET, CRM, U, AYX, GoodRx and more. I’m privileged to have Ryan as a guest and highly recommend giving this a listen!