No. of Recommendations: 40
To my point about how far we've come, I need to update this little chart:

Company 8/27 Mkt Cap 9/26 Mkt Cap 10/18 Mkt Cap
Smartsheet 5.3b 4.3b 4.1b
MongoDB 8.3b 7.0b 6.3b
Alteryx 9.5b 7.5b 6.4b
Zscaler 9.1b 6.9b 6.0b
Crowdstrike 17.2b 12.6b 9.8b

Everything else I said here still stands: https://boards.fool.com/another-check-in-34303338.aspx

If you've been sitting on cash, I can't imagine waiting for a better opportunity. One may come, but to bet on it coming seems like you're really pushing it.

That said, some of us like a cash cushion. I'm one of them, and I'm just saying, mine is now gone. These businesses are worth more than this, and they will prove it as they report on their companies the next several quarters.

Bear
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