Navigating the SaaS Apocalypse: Why AI Disruption is Mispriced | Deiya Pernas | Pernas Research – Monetary Matters with Jack Farley

Navigating the SaaS Apocalypse: Why AI Disruption is Mispriced | Deiya Pernas | Pernas Research – Monetary Matters with Jack Farley — Transcript

Market views

Bullish

SPT— Sprout Social is dramatically oversold at 0.5x EV/sales (down from $6.7B to $280M enterprise value) despite having privileged API access moat and ability to adapt to AI disruption.
XMTR— Xometry is a digital manufacturing marketplace with massive TAM opportunity, growing 30% with line of sight to continue for a decade in a highly fragmented market.
RELY— Remitly is undervalued at 2.5x EV/sales despite 50% YTD gains, focused on growing migrant remittance market with different customer segment than Wise.
WISE— Wise is a generational company with larger market opportunity than Remitly, expanding into banking beyond just remittances.

Not investment advice.