1/ CATEGORIZING GROWTH STOCKS

The opportunity cost of research & analysis spikes in volatile markets.

I'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'm missing, which are miscategorized, and/or any glaring data errors.

I'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

4/ Online Marketplaces

$uber $lyft $etsy $grub $ftch $fvrr $upwk $real

5/ Ecommerce

$chwy $zal.de $w $boo.l $asc.l $sfix $zo1.de $rvlv

6/ Brands

$lulu $uaa $goos $yeti $prpl $cspr

7/ Content and Subscription

$nflx $spot $siri $pton $wwe $ps

8/ Hardware

$roku $irbt $sono $gpro

9/ Local Businesses

$angi $yelp $yext $grpn

10/ Travel

$bkng $expe $trip $trvg $desp

11/ Auto

$cvna $carg $cars $true

12/ Real Estate

$csgp $zg $rdfn

13/ Collaboration, Productivity, & Content Management Software

$zm $team $docu $work $otex $dbx $wix $smar $box $appn $svmk

14/ Commerce and Payments

$pypl $shop $sq $eb

15/ Enterprise SaaS

$crm $now $wday $veev $rng $twlo $payc $coup $zen $cday $hubs $fivn $pcty $csod $zuo

16/ Big Data, Analytics, & Monitoring

$splk $ddog $mdb $dt $ayx $plan $estc $newr $tdc $mdla $cldr $domo

17/ Cybersecurity

$ftnt $panw $chkp $okta $crwd $zs $pfpt $qlys $cybr $feye $mime $tenb $rpd $vrns $ping $fsct $sail $pd