Salesforce.com: Defensible Market Dominance, Profitable Growth

Omri Velvart of Legacy Value Partners presented his in-depth investment thesis on Salesforce.com (US: CRM) at Best Ideas 2021.

Thesis summary:

Salesforce.com has a one-of-a-kind, wide-moat position in the enterprise software and software-as-a-service (SaaS) market segments.

Management has a superb track record of redeploying capital into business opportunities and has managed to widen the moat and the total addressable market size substantially over the past decade. The company has executed well in terms of mergers and acquisitions (resources, data, expertise), and its $30+ billion spending spree since 2016 is showing positive results.

Omri believes that market participants still underappreciate the company’s market dominance and prospects for profitable growth.

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About the instructor:

Omri Velvart is the Founder and Chief Investments Officer of Legacy Value Partners, a Tel Aviv based Hedge Fund. LVP invests in a concentrated portfolio of great businesses that possess an almost impossible to replicate Footprint, strong management teams, a Wide Moat that keeps on widening and a strong financial position.The fund elevates strong ties and expertise in the Israeli Tech Ecosystem, Global and Local Software and Services Niche Winners and Digital Media.”

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