No. of Recommendations: 0
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.

Darth
Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.