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No. of Recommendations: 19
In the "last bus" thread, BrokeStocker (LOVE the handle!) found the topic reminiscent of JFROG. I'm a bit behind in my Bert reading, and I recently read his December 3, 2020 article on JFROG. Seeing how the stock price had declined, I got excited and thought that now might be the ideal time to bring JFROG back to this board. After taking a look at fourth quarter and full year results, I decided against it. Gross margins would be to this board's satisfaction. Revenue growth -- at over 30% but under 40% -- makes this a second-tier offering. Probably worth watching for signs of improvement, but it ain't going to supplant many board participants' lowest conviction holding. I feel the same way about VEEV and GH; great companies and great stocks, but second-tier from this board's perspective. Spoiled rotten, and glad to be adding those tools to my perspective!

Fool on!
Thanks and best wishes,
TMFDatabaseBob (long: GH, VEEV)
See my holdings here:
Peace on Earth

Please note: I am not a member of any newsletter team. My opinions are my own and do not necessarily reflect those of the TMF advisers. I am not an investment professional, merely an investor.
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