I really like your way of using these tables, which have otherwise proven interesting but of no practical value to me. Then the question becomes one about assessing the individual company on the basis of traits not obviously accessible to algorithms. So here TMF-style qualitative analysis, including the intangible “great CEO” component (TTD, CRWD for example) help as does one’s view of a company and a sector based on one’s take on the salvo of calls.
I am watching S for potential immediate re-entry after the coming call and I would not consider DDOG and BILL until I see the next results.I sold with an eye on the wash rules so I am all in position to repurchase if they [edit: S] report as we all hope they would (I for one wish the best to all of these companies, including BILL, even if I am not “in” at a specific moment).