Stefan Ong
Contributor since: 2019
Ferrari: Expensive Cars, Expensive Stock
Spotify: Podcasts Provide Another Network Effect Opportunity
Ulta Beauty: Personalization And Omnichannel Presence Will Drive Recovery
Stitch Fix: Strong Flywheel Effect In Fashion
Box: Accelerating Digital Transformation Improves Outlook
Hubspot: Showing Strength On All Fronts
O'Reilly Automotive: Strong Margins Provide Resilience In Downturn
Accenture: Strong Fundamentals But Not Much Upside
Intuit: Strong Ecosystem But Potential Competition Looms
Hershey: Strong Cost Advantages Will Power The Company Forward
Lam Research: Strong Cost And Pricing Advantages Improve Outlook
Dunkin' Brands: Strong Brand At A Decent Price
Fastenal: Industry-Leading Margins Allow The Company To Weather Any Storm
Five9: Market Leadership Comes At A High Price
BlackLine: Fending Off Competitors Is Key
Qualys: Track Record Of Profitable Growth
Veeva: Strength In An Unsteady Environment
Cadence Design: Strong Margins Provide Resilience
Domo: Decelerating Growth And Immobile Sales Team Complicate Future
Zuora: Decelerating Growth Points To Uncertain Outlook Market Leader In The Connected Property Space
Roper Technologies: Software Version Of Berkshire Hathaway
Dollar General: Strong Execution In A Difficult Retail Landscape
Stryker: Strong Medical Devices Portfolio But Appears Expensive
Yext: Key Integrations Increase Relevance
Pluralsight: Extensive Online Learning Content Provides Tailwinds
Autodesk: Growth Acceleration Suggests Better Outlook
Waste Management: Unmatched Dominance In Landfills
SurveyMonkey: Accelerating Revenue Improves Outlook
Blackbaud: Future Prospects Are Uncertain With Declining Fundamentals
Autozone: Well Positioned To Succeed In Car-Loving America
Home Depot: Strong Advantages In A Cyclical Industry
Domino's Pizza: Stronger Breed Of Quick Service Restaurant Chains
Workiva: Strong Business Reporting Brand At A Decent Price
Fair Isaac: Strong Competitive Position But Slightly Pricey
Okta: Strong Growth But Rich Valuation
Fastly: Not Enough Margin Of Safety
New Relic: The Drop Provides An Opportunity
Palo Alto Networks: A Decent Buy After The Sharp Fall
DocuSign: Wait For A Better Price