No. of Recommendations: 2
Here's a little summary of INST. https://www.fool.com/investing/2018/05/01/instructure-inc-po...

As for YEXT, I like that they enable companies to control structured data about business. Thinking about the rise in voice search for example, I can see how they add value. From a financial perspective, there's a nice graphical summary here


http://www.4-traders.com/YEXT-INC-34555321/financials/

In addition forward ev/sales comes in below 8,and I get my margin of safety.

The margin of safety is important to me, because I usually plan to hold companies for years at a time, and the companies I like tend to be volatile ,so I try to control my entry and will usually only buy when something I like/track is more 8% below it's 52 week high. I try not to chase, and to be patient.



I am long SQ, SHOP, BZUN, TTD, INST, YEXT, 0700 Tencent, PAGS (Brazil fintech...higher risk but amazing annual rev growth so far). Both SQ and SHOP have returned over 100% so far. TTD and BZUN are close.

I know ADRs tend to get less love here, but there are some good international companies out there.
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