Value Investing with Sven Carlin, Ph.D. on $TYL (Nov 3, 2026)
AI summary · Value Investing with Sven Carlin, Ph.D.
Tyler Technologies has fallen sharply amid what the speaker calls the end of the SaaS era; he does not know whether it will be affected. Growth is there, but a P/E of 50, versus 100 two years ago, still looks crazy to him.
Bearish
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Value Investing with Sven Carlin, Ph.D.Published Nov 3 · 1 passage
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Tyler Technologies, a significant drop . What's going on? Well, the end of the Software as a Service (SaaS) era. Whether they will be affected, I don't know. Yes, growth is there, but when I see a price-to-earnings ratio of 50, which was 100 just two years ago, that's still crazy to me .