8 (7?) Highest Conviction Companies, as of today

Highest conviction companies, as of July 1st, as defined by Saul’s criterion, ranked (in descending order) by annual revenue growth, which is based on Duma’s observation that companies with the highest YoY revenue growth rate can indicate potential appreciation potential: https://discussion.fool.com/the-50-yoy-revenue-rule-34218545.asp…

ZM: YoY Revenue Q’19?Q’20 Growth: 169%. All other criterion satisfied; (in Saul’s portfolio, presumably, as of 10:19AM ET 6/29/2020)

LVGO: YoY Revenue Q’19?Q’20 Growth: 115%. Saul sold his position, because he reasoned that while Livongo has a large TAM, they’d eventually come to the end of it in several years, as compared to SaaS companies, (like FSLY), who’s growth is based on data and usage and thus was basically unlimited.

DDOG: YoY Revenue Q’19?Q’20 Growth: 87%. All other criterion satisfied; (in Saul’s portfolio, presumably, as of 10:19AM ET 6/29/2020)

CRWD: YoY Revenue Q’19?Q’20 Growth: 87%. All other criterion satisfied; (in Saul’s portfolio, presumably, as of 10:19AM ET 6/29/2020)

COUPA: YoY Revenue Q’19?Q’20 Growth: 47%. All other criterion satisfied; (in Saul’s portfolio, presumably, as of 10:19AM ET 6/29/2020)

OKTA: YoY Revenue Q’19?Q’20 Growth: 46%. All other criterion satisfied; (in Saul’s portfolio, presumably, as of 10:19AM ET 6/29/2020)

AYX YoY Revenue Q’19?Q’20 Growth: 43%. All other criterion satisfied; (in Saul’s portfolio, presumably, as of 10:19AM ET 6/29/2020)

FSLY YoY Revenue Q’19?Q’20 Growth: 37%. All other criterion satisfied; (in Saul’s portfolio, presumably, as of 10:19AM ET 6/29/2020)

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Gary, lists of stocks ranked by some criteria, without any substantial useful information about the companies, don’t belong on this board. I won’t delete this one as perhaps you weren’t aware of this, but please don’t post any further posts like this.
Thanks,
Saul

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