Klaviyo: Defendable Moat And Interesting Valuation

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(11min)

Summary

  • Klaviyo has a strong competitive position and attractive valuation, with significant opportunities for product expansion, market growth, and market share gains.
  • Klaviyo's valuation is attractive compared to HubSpot, with faster growth prospects, a strong data-driven competitive advantage, and a solid moat around SMB e-commerce businesses.
  • Despite risks from competitors like Zeta Global and macroeconomic factors, Klaviyo's low-priced growth and strong strategy make it a compelling long-term investment.

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Richard Drury

Klaviyo (NYSE:KVYO) has a strong competitive position and has built a moat around small and medium e-commerce businesses. Its relative and absolute valuation looks attractive. Looking at the opportunities and risks, it has strong opportunities for product expansion, market growth and

This article was written by

152 Followers
I'm an Industrial Engineer. I like to buy quality picks, even if they are overpriced. I invest with very long time horizons

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