LongShortTech: SFSF (hiring & performance mgmt software as a service) beat consensus, held guidance. I like SaaS stocks - revs & EPS grow cumulatively.
Wed, Oct 28, 2009
Lisa: Advice to SABA - Sell the company to SFSF before the market cap goes to zero.
Thu, Sep 10, 2009
Hedged In: "yes it's been a tough environment. We expected the worst. We were actually able to do okay" - SuccessFactors (SFSF)
Fri, May 01, 2009
Hedged In: SuccessFactors (SFSF) full year guidance is rev growth of 30%. Sounds conservative. (No position.)