I took a starter position in COUP.
Last slide deck:
https://investors.coupa.com/static-files/c551ea6c-0309-456d-…
*Revenue growth accelerating to 44%
*G.m. slightly improving
*Profitable company with CFFO and FCF improving (20% of rev. Last quarter)
*Leader in magic quadrant
*glassdoor 88% rec, 96% ceo approval
*Beat and raise each quarter
*Billings up 50% last quarter
*only $7.5 B market cap with a huge TAM
*With recent guidance and billing up 50%, high probability revenue growth keeps accelerating.
*Long term target has FCF at 35% of revenue
Jim