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After the recent sell off, I just compiled the P/GP for 2022 for core holdings and watchlist:
$FB 8.4x
$SE 23.7x
$PINS 14x
$BABA 10x
$UPST 11.6x
$SQ 19x
$RDFN 12x
@plantmath1 @skaushi @ParrotStock @jablamsky @ArsalaanAli6 @FromValue @PelotonHolder @Soumyazen
$FB 8.4x
$SE 23.7x
$PINS 14x
$BABA 10x
$UPST 11.6x
$SQ 19x
$RDFN 12x
@plantmath1 @skaushi @ParrotStock @jablamsky @ArsalaanAli6 @FromValue @PelotonHolder @Soumyazen
Other holdings P/GP 2022:
$TDOC 12x
$TWTR 10.5x
$IPOE / $SOFI 10x
$GDRX 12.7x
$CURI 8x
$SKLZ 10.6x
$EGLX 19x
$OZON 9x
$PTON 6x
$MYO 4x
$ATER 2.2x
$BZUN 1.6x
Multiples are contracting but some seem to have reached fair value to me. Short term, no idea.
$TDOC 12x
$TWTR 10.5x
$IPOE / $SOFI 10x
$GDRX 12.7x
$CURI 8x
$SKLZ 10.6x
$EGLX 19x
$OZON 9x
$PTON 6x
$MYO 4x
$ATER 2.2x
$BZUN 1.6x
Multiples are contracting but some seem to have reached fair value to me. Short term, no idea.
Other in watchlist + fintwit favourites.
Price / 2022 GP:
$ROKU 21x
$Z 4.6x
$CPNG 16.5x
$ETSY 11x
$RSI 16.5x
$MELI 20x
$CRWD 20x
$SNOW 75x
$SNAP 23x
$FSLY 16x
$U 23.5x
$SHOP 43x
$TWLO 36x
$ZM 31x
$TTD 20x
@caleb_investTML @Crussian17 @dhaval_kotecha @cperruna @JonahLupton
Price / 2022 GP:
$ROKU 21x
$Z 4.6x
$CPNG 16.5x
$ETSY 11x
$RSI 16.5x
$MELI 20x
$CRWD 20x
$SNOW 75x
$SNAP 23x
$FSLY 16x
$U 23.5x
$SHOP 43x
$TWLO 36x
$ZM 31x
$TTD 20x
@caleb_investTML @Crussian17 @dhaval_kotecha @cperruna @JonahLupton
