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                             HubSpot Inc. (HUBS $483.95) HubSpot Inc. (HUBS $483.95)
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                             Axon Enterprise Inc. (AXON $732.57) Axon Enterprise Inc. (AXON $732.57)
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                             RB Global Inc. (RBA $98.73) RB Global Inc. (RBA $98.73)
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                             Cloudflare Inc. Class A (NET $247.20) Cloudflare Inc. Class A (NET $247.20)
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                             Datadog Inc. (DDOG $160.62) Datadog Inc. (DDOG $160.62)
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                             AppFolio Inc. (APPF $250.69) AppFolio Inc. (APPF $250.69)
            Q: Hello, can you please share your top 3 names ideally in the tech or industrials/manufacturing sector that most closely resemble Axon of 2-3 years ago:
- Lots of growth opportunities
- Business model with high recurring revenue
- Potential to be industry leaders
- Expensive for good reason
- Chance at doubling over the next 5 years
Are there others you think could grow into that type of business?
Thank you!
    - Lots of growth opportunities
- Business model with high recurring revenue
- Potential to be industry leaders
- Expensive for good reason
- Chance at doubling over the next 5 years
Are there others you think could grow into that type of business?
Thank you!
 
                             
                             
                    