In this episode of Technically Fundamental, your host Jakub Hajost dives deep into Text SA, a standout Polish SaaS company behind solutions like LiveChat, ChatBot, HelpDesk, KnowledgeBase, TeamChat, and the emerging WorkFlows.

We start with a snapshot of the technicals—price trends and signals—but quickly pivot into what really matters: the fundamentals. I walk you through a structured analysis using tools like Discounted Cash Flow (DCF), margin of safety, ROCE, P/E, EV/EBITDA, and the company’s healthy profit margins.

What makes Text SA intriguing isn’t just its product lineup—it’s the strategic transformation into a full SaaS suite, driven by their new Text App platform. I break down why this pivot could be a game changer for the company and how it positions them for long-term growth.

We also touch on their SOC2 certification journey and what it signals about their commitment to enterprise-readiness and data security.

Whether you're a fundamentals-first investor or just SaaS-curious, this episode offers a rich case study in how to evaluate a promising tech business through both a technical and fundamental lens.

This podcast is for educational and informational purposes only. Nothing discussed should be considered financial, investment, or legal advice. Always do your own research or consult with a licensed professional before making investment decisions. The views expressed are those of the host and guests, and do not necessarily reflect the views of any organizations they may be affiliated with.