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1/ CATEGORIZING GROWTH STOCKS
The opportunity cost of research & analysis spikes in volatile markets.
I& #39;ve tried to categorize growth stocks by sector to help prioritize where I should spend my time.
The opportunity cost of research & analysis spikes in volatile markets.
I& #39;ve tried to categorize growth stocks by sector to help prioritize where I should spend my time.
2/ Please let me know which companies I& #39;m missing, which are miscategorized, and/or any glaring data errors.
I& #39;m hoping to iterate and refine these lists over time.
h/t @CharlieZvible for the idea to open-source the project.
I& #39;m hoping to iterate and refine these lists over time.
h/t @CharlieZvible for the idea to open-source the project.
3/ A few caveats:
- All data is pulled directly from CIQ and the numbers have not been scrubbed
- TEV and related multiples are obviously over-stated for high cash-burn companies
- FDS likely understated
- TEV ignores minority investments (eg uber)
- Metrics ignore SBC
- All data is pulled directly from CIQ and the numbers have not been scrubbed
- TEV and related multiples are obviously over-stated for high cash-burn companies
- FDS likely understated
- TEV ignores minority investments (eg uber)
- Metrics ignore SBC
13/ Collaboration, Productivity, & Content Management Software
$zm $team $docu $work $otex $dbx $wix $smar $box $appn $svmk
$zm $team $docu $work $otex $dbx $wix $smar $box $appn $svmk
15/ Enterprise SaaS
$crm $now $wday $veev $rng $twlo $payc $coup $zen $cday $hubs $fivn $pcty $csod $zuo
$crm $now $wday $veev $rng $twlo $payc $coup $zen $cday $hubs $fivn $pcty $csod $zuo
