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HubSpot Inc. (HUBS $357.76)
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Axon Enterprise Inc. (AXON $521.96)
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RB Global Inc. (RBA $95.91)
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Cloudflare Inc. Class A (NET $190.11)
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Datadog Inc. (DDOG $159.80)
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AppFolio Inc. (APPF $221.30)
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!