Any thoughts or input as to what the fool is talking about?
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Well I know they love Shopify.
Any ideas what stocks are being teased here? I think the first is ASANA.
1. The little-known competitor to Fool favorite Atlassian which is firing on all cylinders – having just delivered 59% year-over-year revenue growth…and it has only tapped about 1% of its estimated total addressable market…
2. A recent IPO focused on the under-digitized banking sector. This company is right in the middle of “hypergrowth” right now – and with big names like Bank of America, TD Bank, and Barclays signing on…I think there’s every reason to see an even brighter future.
3. And little-known player in the real estate sector, is seeing 18x subscriber growth since 2018…and perhaps best of all, management sees the total addressable market as $240 billion vs their current $105 million annual revenue. Should it tap just 5% of that opportunity, that would represent 113x revenue upside from here.
The first is Asana, the second is Upstart, but I don’t know the 3rd stock.
Thank you
3rd is MTTR
2nd is not UPST. UPST does not have Bank of America, TD Bank and Barclays as its customers. Most likely it is NCNO.