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Subject:  Re: Let's Refine the P/S Discussion Date:  12/8/2018  9:25 AM
Author:  Darthtaco Number:  106416 of 115954

Does anyone want to stake the claim that a portfolio of ZS, MDB, ESTC, OKTA and AYX will outperform a another portfolio of similar revenue growth but lower valuation over the next 3 years?

Being that’s a good chunk of my port, I have. The difference is the market has determined(rightly or not) that the higher PS stocks will sustain that growth for a longer period than the lower ones. In the case of the aforementioned stocks I agree. They are the companies I want to be part owner of more than the others. Although I own some of the “lower” ones too. With ZS, MDB, AYX, and some others I have been in for awhile and their outperformance has placed them at the top as much as periodic adds.

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