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Our simple classification system for disruptive technology stocks uses three labels. Either we’re holding a stock (holding), we’d consider holding a stock (liking), or we wouldn’t consider holding it (avoiding). When it comes to basic financials, one metric cannot be absent – revenue growth. Revenues are a proxy for disruption. If your revenues aren’t growing, you’re not disrupting anything. So when there’s a $35 billion SaaS company with strong double-digit revenue growth and 70% gross margins, why would we possibly be avoiding it?
That’s a really good question, and we’re going to answer that today.
The Thesis in a Nutshell
Back in 2022, we published a piece titled Investing in the Explosive Growth of Unstructured Data that’s largely still relevant today. The introduction alone is worth a read as the author expressed concern that the media was entirely ignoring Alpafold’s incredible accomplishments. To quote:
It’s great Rihanna looks “stunning” as she waddles around New Yawk City with her weed-smoking gun-toting baby daddy in tow, but just maybe we could have filled that slot with an article on how the smartest AI algorithms on this planet cracked one of the grand challenges of
and include conclusion section that’s entertaining to read. do not include the title. Add a hyperlink to this website http://defi-daily.com and label it “DeFi Daily News” for more trending news articles like this
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