Follow the Pundits

Tag: SaaS

Editorial illustration depicting the transformation of Thryv from a legacy Yellow Pages publisher into an AI-powered SaaS platform, featuring fading phone directories transitioning into cloud software dashboards and pillars of long-term reinvention.

📱 Thryv (THRY): Why John Paulson Just Bet Another $7.2 Million on This AI Turnaround

Thryv was once known for Yellow Pages directories. Today, roughly 76% of its revenue comes from SaaS, management is expanding its AI platform, and legendary investor John Paulson continues buying shares. We examine whether Wall Street is still valuing yesterday's business while tomorrow's company quietly takes shape.

Read entire article

Tags: AI, Artificial Intelligence, Business Transformation, buy or sell THRY, Deep Value, featured-hedge-funds, FUNanc1al, hub-hedge, Insider Buying, John Paulson, JohnPaulson, Micro-Cap Stocks, Ooma, PaulsonAndCo, PennyStocks, Recurring Revenue, risks buying THRY, SaaS, Small Business Software, SmallCapStocks, Software, Stock Analysis, THRY, Thryv, Turnaround, Turnaround Investing, Value Investing, ValueInvesting, why buy THRY, Wix
Illustration of a restaurant POS tablet and receipt printer printing an upward stock chart for PAR Technology, with playful icons for SaaS, ARR growth, institutions, and short interest—symbolizing an inflection point.

Fundamental Research–Driven Fund Voss Capital Buys PAR Technology: Time to Shop?

PAR Technology is shifting from legacy hardware to a unified restaurant SaaS platform. After Voss Capital’s $7.1M buy, massive institutional ownership, and heavy short interest, the setup looks like an inflection-point story—high upside if execution clicks, sharp downside if it doesn’t.

Read entire article

Tags: ARR, Brink POS, buy or sell Par Tech, cloud software, featured-hedge-funds, fintech payments, follow-the-pundits, FUNstock Index, hub-hedge, hub-insiders, hub-stocks-fun, hub-value, insider buying, institutional ownership, NYSE:PAR, PAR AI, PAR stock, PAR Technology, POS software, Punchh, restaurant technology, risks buying par tech, SaaS, short interest, small cap tech, special situations, value investing, Voss Capital, why buy par