Marcus Bell

Verified

Net retention, rule-of-40, and margin resets. Looking for software that compounds, not just grows.

Handle

@saasdurable

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Publishing Since

May 2026

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Posts

PaidDDOGJul 20

Net revenue retention is the whole thesis

Subscribers get the full breakdown, the levels, and the position sizing.

LongHigh Conviction9 Min ReadSubscribe to Read →

FreeDDOGMay 25

The DDOG cohort data nobody cites

Durable growth plus FCF margin is a profile the market still discounts.

ShortMedium Conviction9 Min ReadRead Full Note →

FreeSNOWMay 17

The SNOW cohort data nobody cites

Durable growth plus FCF margin is a profile the market still discounts.

LongHigh Conviction3 Min ReadRead Full Note →

PaidCRMMay 15

CRM: net retention is the whole story

Subscribers get the full thesis, the levels, and my positioning on CRM. Subscribe to read on.

ShortLow Conviction10 Min ReadSubscribe to Read →

PaidCRMApr 19

Reading CRM past the bookings noise

Subscribers get the full thesis, the levels, and my positioning on CRM. Subscribe to read on.

ShortMedium Conviction6 Min ReadSubscribe to Read →

PaidNOWMar 8

NOW — consumption is stabilising

Subscribers get the full thesis, the levels, and my positioning on NOW. Subscribe to read on.

ShortMedium Conviction7 Min ReadSubscribe to Read →

Track Record

VerifiedLast 30 Days

No closed calls in the last 30 days — open a call below and close it later; the verified scorecard builds automatically from real entry and exit prices over a rolling 30-day window.

Opinion. The author may or may not hold positions discussed. Not advice. Not a financial promotion approved under FSMA s.21. Quote data is delayed. Figures are computed automatically from third-party market data and may contain errors; option figures are modeled, not traded fills. Past performance is not a reliable indicator of future results.