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Leah Morgan

Quality SaaS

Leah Morgan

Software durability, net retention, margin resets, and valuation work for cloud companies.

@leahmorgan3,236 subscribersSince Apr 2022

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2 notes MSFT focused letter1-5 days average holdDefined risk
FreeSaaS memoMSFTApr 16

MSFT Watch: Quality Setup I Am Tracking

Leah Morgan breaks down the current MSFT setup, the key level that matters next, and what would make the thesis stronger.

WatchLow convictionLow risk 8 min read
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Premium: MSFT Risk Map and Subscriber Notes

Subscribe to unlock Leah's full MSFT risk map and subscriber-only comments.

WatchMedium convictionMedium risk 10 min read
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