No. of Recommendations: 4
I was fortunate to be on the ISRG and VRTX wagon and still hold them both today. Rather than looking at price to sales though, what do these have in common?

Disruption in a totally new market - when VRTX was recommended it was a Hep biothech and ditched that for the current CF market, which they completely own today. We know the ISRG story - same thing. With ISRG, I was fortunate enough to know a highly respected surgeon who said it will be huge, but no one knew if they could execute.

On downside, I was an early adopter for CRM at a tech company back in the day, and although used it every day, never invested as it was always expensive, etc. as we all discuss with some of these high fliers.

So when looking at a new thing, massive TAM, etc. and no perceived competition, I think those attributes lead to MDB and don't think AWS is a competitor for what MDB is going after.

Wishing I had more money back in the day when I did invest in them.

Sox
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