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Subject:  Re: Let's Refine the P/S Discussion Date:  12/8/2018  9:53 AM
Author:  Darthtaco Number:  106419 of 116013

Does anyone want to stake the claim that a portfolio of ZS, MDB, ESTC, OKTA and AYX will outperform another portfolio of similar revenue growth but lower valuation over the next 3 years?

The alternative portfolio would likely be SHOP, SQ, TTD, NTNX (accepting software growth) since these stocks have similar revenue growth but lower valuations and sit in that middle tier.

I’m probably around 50/50 between those two groups. Maybe slightly more sighted in the latter.
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