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Marcus Bell

Durable SaaS

Marcus Bell

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

Verified@saasdurable27 subscribersSince May 2026

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Track record

· last 30 days Verified
Shares
+80.3%Verified cumulative return · 12 closed
8%Win rate
+18.1%Avg return
+286.5%Best call
+286.5%Avg win
-6.3%Avg loss
1WStreak
8dAvg hold

Closed calls

12 in 30 days
S&P 500 (SPY)dailyLong
$191.25 → $739.24 · Jun 1–Jun 8 · 7d hold
+286.5%
Copper (CPER)weeklyLong
$56.72 → $38.56 · May 30–Jun 8 · 9d hold
-32.0%
NVDAdailyShort
$46.74 → $49.37 · May 24–Jun 4 · 11d hold
-5.6%
S&P 500 (SPY)dailyShort
$72.45 → $73.58 · Jun 1–Jun 3 · 2d hold
-1.6%
Gold (GLD)monthlyLong
$371.04 → $347.60 · May 19–Jun 3 · 15d hold
-6.3%
AAPLweeklyLong
$364.66 → $357.94 · May 27–Jun 2 · 6d hold
-1.8%
Copper (CPER)monthlyLong
$295.17 → $280.44 · May 15–Jun 1 · 17d hold
-5.0%
Natural Gas (UNG)weeklyLong
$284.54 → $274.71 · May 26–May 31 · 5d hold
-3.5%
S&P 500 (SPY)monthlyLong
$102.87 → $95.93 · May 28–May 31 · 3d hold
-6.7%
Russell 2000 (IWM)monthlyLong
$181.99 → $174.46 · May 8–May 18 · 10d hold
-4.1%
Nasdaq 100 (QQQ)Short
$91.88 → $93.50 · May 6–May 18 · 12d hold
-1.8%
TSLAmonthlyLong
$128.87 → $128.50 · May 13–May 17 · 4d hold
-0.3%
+Shares vs options — what's the difference?
SharesYou own the stock. The return is the underlying's move (entry → exit), linear, and you can hold as long as you like. Steadier, lower leverage.
OptionsYou buy a contract (a call or put at a strike, expiring on a date). The return is on the premium — leveraged (a small stock move can be a huge % on the option) and time-sensitive (value decays toward expiry). Higher risk and reward; here the premium is modeled, not self-reported.

Live calls

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5 notes Quality SaaS basket6-36 months average holdPosition sizing
FreeSoftware & SaaSDDOGMay 25

The DDOG cohort data nobody cites

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

ShortMedium convictionPosition sizing risk 9 min read
DDDDOGLoading delayed quote
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FreeSoftware & SaaSSNOWMay 17

The SNOW cohort data nobody cites

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

LongHigh convictionPosition sizing risk 3 min read
SNSNOWLoading delayed quote
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PaidSoftware & SaaSCRMMay 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 convictionPosition sizing risk 10 min read
CRCRMLoading delayed quote
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PaidSoftware & SaaSCRMApr 19

Reading CRM past the bookings noise

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

ShortMedium convictionPosition sizing risk 6 min read
CRCRMLoading delayed quote
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PaidSoftware & SaaSNOWMar 8

NOW — consumption is stabilising

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

ShortMedium convictionPosition sizing risk 7 min read
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