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No. of Recommendations: 4
This feels overdone.
Act based on your own risk and timelines, but my finger is on the trigger.

Even TWLO looks interesting here. Down to $14b mkt cap and they will do about $1.2b in rev this fiscal year, putting them at under a 12 P/S if this price holds for another Q or two.

TTD should finish near $685m, if they keep the P/S they have today (no mult expansion needed) of 16, in 5 months when they announce their Feb Q4 and full year ER, they will be about 17% higher.

If my whole port moves 17% higher from current levels, by EOY, I would be at a YTD high easily.

ZS dipped under $6b...way below an acquisition floor.

So many previous high-flyers are well-off it is a matter of figuring out which are highest convictions in both execution moving forward and in price upside (subjective) from here.


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