$TYL · Value Investing with Sven Carlin, Ph.D. · 2026-11-03
AI 摘要 · Value Investing with Sven Carlin, Ph.D.
在说话者所称的 SaaS 时代终结之际，Tyler Technologies 大幅下跌；他不知道它是否会受到影响。增长是有的，但市盈率 50 倍（两年前为 100 倍）在他看来仍然疯狂。
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Value Investing with Sven Carlin, Ph.D.发布 2026-11-03 · 1 段内容
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Tyler Technologies，大幅下跌。怎么回事？嗯，是软件即服务（SaaS）时代的终结。他们是否会受到影响，我不知道。是的，增长是有的，但当我看到50倍的市盈率，而两年前还是100倍，这在我看来仍然很疯狂。
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 .