Sublime
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Growth
Irina • 3 cards
Future of Companies
sari and • 46 cards
Quality companies consistently surpass expectations magnifying the compounding effect
In my $MELI Deep Dive earlier this year, I projected revenue growth of 23% and $1.3 billion of FCF for 2023 suggesting the stock was 39% undervalued
After two stellar quarters, analysts now forecast 30%... See more
Turnover gross revenue had increased nine-fold over the previous three years,
Jens Andersen • The LEGO Story: How a Little Toy Sparked the World's Imagination
I can only find 2 US companies that are set to grow at least 30% over the next 3 years according to analyst estimates and have positive FCF ex-SBC over the past year.
1. Celsius
2. Symbotic
And then there are a handful of international ones:
1.... See more
Ryan Reevesx.com
Show me a business with 5-year CAGRs of:
Revenue 54.5%
Net Income 74.6%
Free Cash Flow 82.5%
Earnings Per Share 68%
With ~4% dilution CAGR.
Evolution Ab is one hell of a business.
$EVO.ST... See more
Invest in Mode Stock | 32,481% Growth | Deloitte's #1 Fastest Growing Software Company 2023, $60M+ Lifetime Revenue
invest.modemobile.com
Growth
Kay • 3 cards
At $1B revenue, ServiceNow & Atlassian spent 70% of revenue on sales & marketing + research & development.
ServiceNow: enterprise sales
49% Sales & Mktg, 22% R&D
$335k revenue per customer
Atlassian: self serve
22% Sales & Mktg, 48% R&D___LINEBREAK__... See more
Chetan Puttaguntax.com