Billionaires Are Buying the SaaS Dip
Our data says two of their picks are wrong. Plus: a $9 stock with 142% upside, and Andy breaks down Target ahead of earnings.
Megan Brantley
May 19, 2026
SaaS: Not All Dips Are Created Equal
The latest 13F filings show big-name allocators loading up on beaten-down software stocks during Q1. The SaaSpocalypse-is-over trade is on.
But 13F filings are rear-view mirrors. They tell you what someone bought three months ago — not whether it's working today.
We ran LikeFolio's real-time demand data across five of the most prominent SaaS casualties. Two have genuine demand recoveries backing them up. One is quietly the best risk/reward of the bunch. And one consensus smart-money favorite just posted the worst demand score in our entire universe.
The divergences are stark — and they're actionable.
Secondhand Luxury Is Having a Moment
A $9 luxury reseller just posted strong earnings — transaction volumes climbing, agent growth accelerating — and it has a 62-point gap between its Main Street Score and Wall Street's rating.
One of the widest disconnects on our entire platform.
Down 46% from its high.
Our data implies 142% upside. As the K-shaped economy pushes more consumers toward authenticated resale, this name is sitting right in the sweet spot.
TGT: Turnaround Story or Value Trap?
Target reports earnings this week. Annual sales have been flat since 2021. Customer traffic has declined four straight quarters.
Andy is breaking down whether the new CEO's turnaround plan can overcome the structural headwinds of a K-shaped economy — or whether TGT's middle-class problem is getting worse.