The SaaS Bloodbath: Who Survives and Who Gets Wiped Out?

Описание: I’ve spent the last week digging into why some of the most popular tech stocks are currently down 50% or more, and the reality is that many of these business models are being fundamentally disrupted. To help you navigate this, I’m breaking down my 4-Tier Tech Framework to distinguish between "SaaS Zombies" and the foundational infrastructure that powers the global economy. We’re moving beyond the hype to look at switching costs, mission-critical workflows, and why proprietary data are juicy economic moats in a world of cheap code. You’ll learn why a "Horizontal" tool is often more vulnerable than a deep "Vertical" operating system or a Tier 1 infrastructure giant. This breakdown focuses on the structural power of companies like Salesforce, S&P Global, and Microsoft. If you want to protect your capital and focus on high-quality compounders for the next decade, this framework provides a clear map of the landscape.

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I’m not a financial advisor!!! I'm just a random person on the internet with opinions and a love for dividend stocks. Nothing in this video (or on this YouTube channel) is financial advice. It’s for entertainment, educational, or informational purposes only. Any views expressed are just my personal opinions and should not be taken as recommendations. I'm an amateur investor and have never claimed to be a licensed professional. Always do your own research and make your own decisions. Investing involves risk!! Stay safe. Please! With that out of the way, who is Amos the Dividend Guy?

I graduated from a military academy for my undergrad and got my MBA from a top US program. After my time as an Infantry Officer, I worked at two different fortune 20 companies as a Sr. Manager & as a Director. These days, I'm a stay-at-home dad who makes YouTube videos whenever I have a chance. Otherwise, I'm cleaning, doing laundry, washing the dishes, changing diapers, grocery shopping, etc.

I’m one of you. I’m an amateur investor focused on finding high-quality dividend compounders (with cheese), all with one goal in mind: retiring on a steadily growing stream of dividend income. I believe dividends are a FANTASTIC source of passive income. What’s a dividend compounder? It’s a business that consistently crushes operations, grows earnings, and compounds my original investment year after year…all while paying me to own it (dividends)!!!

If that makes sense to you, then this is the kind of investing we do here.