Trading the Spread
Value, contrarian, event-driven, growth at reasonable price

Saba Software: A Rare Bargain In The Enterprise Software Industry

"What are the companies worth? Eventually, this is what it comes down to. It's not enough to buy a share in a good idea, or even a good business. You must buy it at a reasonable (or, hopefully, a bargain) price."

Howard Marks, "" - January 3, 2000

Finding bargains in today's market has become a more arduous task than in recent years past, especially in promising growth markets like Human Capital Management ("HCM") where cloud-based providers have the potential to completely alter the landscape of this multi-billion dollar industry.

Saba Software (OTCPK:SABA) ("Saba" or "the Company") is a cloud-based provider of next-generation HCM solutions for some of the largest and most successful organizations around the globe. Saba...

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