How to find "coming of age companies"…
Some way of thinking between Motley Fool and Saul’s discussions board.



Alger Small Cap Focus Fund;A
Top holdings:

Veeva Systems Inc. Cl A VEEV
Abiomed Inc. ABMD
Insulet Corp. PODD
Quidel Corp. QDEL
Cantel Medical Corp. CMD
Tyler Technologies Inc. TYL
Guidewire Software Inc. GWRE
Bio-Techne Corp. TECH
Inogen Inc. INGN
Tactile Systems Technology Inc. TCMD


Holdings as of Jan 31:

Veeva Systems Inc. Class A VEEV, Software
Insulet Corp. PODD, Medical Specialties
ABIOMED Inc. ABMD, Medical Specialties Inc. STMP, Internet Software/Services
Quidel Corp. QDEL, Medical Specialties
Cantel Medical Corp. CMD, Medical Specialties
Cognex Corp. CGNX, Electronic Production Equipment
Tyler Technologies Inc. TYL, Data Processing Services
Guidewire Software Inc. GWRE, Information Technology Services
Inogen Inc. INGN, Medical Specialties
OraSure Technologies Inc. OSUR, Medical Specialties
Canada Goose Holdings Inc. GOOS, Apparel/Footwear
Neogen Corp. NEOG, Medical Specialties
WageWorks Inc. WAGE, Information Technology Services
Paycom Software Inc. PAYC, Software

1 Like

Some interesting ideas. Does anyone know much about any of the companies not discussed here before?

Very interesting. I remember seeing her on Bloomberg or CNBC or something once thinking she stood out in her approach, track record and eloquence.


ABMD is a company I want to invest in, but I can’t justify the price. It is trading at 24x sales, and over 100x FCF!

Bubble territory?

How are those invested in ABMD comfortable with the price?


How are those invested in ABMD comfortable with the price?

My CAGR on ABMD is running 196%; it’s my largest holding at 15%.

Hasn’t been too hard yet. :slight_smile:

long ABMD and yes, I agree it is expensive. I would NOT buy it now, but I’m not ready to sell either.