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The next OKTA/MELI/SHOP
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I don’t have any names to mention (nor am I plugging anything) from personal holdings but I remember I didn’t pull the trigger on Okta and obviously I regret it now. Outside of SQ, whom I do believe is a monster waiting to take off, I’m curious to hear what people here are forecasting.

Any high value lower priced (<$100/share) company you guys are eyeballing?

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Agreed If you’re strictly looking at this from a macro level, the TAM is plentiful. I’ve got a modest position on JMIA. Are you at all concerned about them being a Russian company, for obvious geo-political or other reasons?

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Yeah my mistake. Should’ve been more specific. Y Yes, I’m speaking more mid cap companies you guys might have eyeing for strong growth.

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3 years ago