Seeking Alpha

  Cornerstone OnDemand, Inc. - NASDAQ

11/23/2014, 1:07 AM ET
  • David Jackson | Send Message 16 Oct 2012

    What's the best way to play SaaS growth? Buy stocks like $CSOD & $WDAY, or short $SAP& $ORCL?
    Reply (12)
  • View all 12 replies
    • Modernist | Send Message 18 Oct 2012
      : Its not 1:1! SaaS is a push towards efficiency. Net earnings of sellers will be reduced.
    • Jorge Aura | Send Message 19 Oct 2012
      : In my humble opinion, I think that playing short in $ORCL is a good idea, but the stock has a short % of float in 0.80%.
      CSOD vs. ETF Alternatives
      Company Description
      Cornerstone OnDemand, Inc., provides comprehensive learning and talent management solutions delivered as Software-as-a-Service .