This is *very much a thing*, particularly in networks where the business technology of B2B SaaS is well understood and where some participants are 3+ years down the curve from other participants. To quote someone: "What am I going to do [with profits], buy apartment buildings?"https://twitter.com/zackkanter/status/1182721760652742656 …
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"Why?" Because B2B SaaS is, like enterprise software before it, essentially a solved playbook. The companies are extremely capital efficient to start, have high quality options for growth or exit, and throw off mountains of cash unless you're aggressively reinvesting in growth.
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And while there is execution risk, because there is no business that doesn't have execution risk, you can pretty much throw a dartboard at the economy of the United States to find a sector. If that sector has white collar employees, it will buy billions of dollars of software.
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