# How to find "coming of age companies"

**URL:** <https://discussion.fool.com/t/how-to-find-coming-of-age-companies/43455>\
**Category:** Saul’s Investing Discussions\
**Created:** [April 12, 2018, 4:16pm UTC](https://discussion.fool.com/t/how-to-find-coming-of-age-companies/43455 "2018-04-12T16:16:14Z")\
**Posts on this page:** 7\
**Page:** 1

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**Author:** ![kevbon](https://g.foolcdn.com/misc-assets/discourse-member-avatar_120px_green600.png) [@kevbon](https://discussion.fool.com/u/kevbon)\
**Post date:** [April 12, 2018, 4:16pm UTC](https://discussion.fool.com/t/how-to-find-coming-of-age-companies/43455/1 "2018-04-12T16:16:14Z")

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[https://www.marketwatch.com/story/how-to-find-coming-of-age-…](https://www.marketwatch.com/story/how-to-find-coming-of-age-companies-whose-stocks-could-rise-10-fold-2018-04-12)  
Some way of thinking between Motley Fool and Saul’s discussions board.

Regards  
kevbon

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**Author:** ![thegreatdane](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/thegreatdane/32/4269_2.png) [@thegreatdane](https://discussion.fool.com/u/thegreatdane)\
**Post date:** [April 12, 2018, 10:29pm UTC](https://discussion.fool.com/t/how-to-find-coming-of-age-companies/43455/2 "2018-04-12T22:29:14Z")

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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

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**Author:** ![thegreatdane](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/thegreatdane/32/4269_2.png) [@thegreatdane](https://discussion.fool.com/u/thegreatdane)\
**Post date:** [April 12, 2018, 10:57pm UTC](https://discussion.fool.com/t/how-to-find-coming-of-age-companies/43455/3 "2018-04-12T22:57:15Z")

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Holdings as of Jan 31:

Veeva Systems Inc. Class A VEEV, Software  
Insulet Corp. PODD, Medical Specialties  
ABIOMED Inc. ABMD, Medical Specialties  
[Stamps.com](http://Stamps.com) 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

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**Author:** ![EdGrey](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/edgrey/32/3309_2.png) [@EdGrey](https://discussion.fool.com/u/EdGrey)\
**Post date:** [April 13, 2018, 3:05am UTC](https://discussion.fool.com/t/how-to-find-coming-of-age-companies/43455/4 "2018-04-13T03:05:00Z")

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

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**Author:** ![anthonyms](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/anthonyms/32/766_2.png) [@anthonyms](https://discussion.fool.com/u/anthonyms)\
**Post date:** [April 13, 2018, 3:14am UTC](https://discussion.fool.com/t/how-to-find-coming-of-age-companies/43455/5 "2018-04-13T03:14:21Z")

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

Ant

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**Author:** ![Jimb05](https://sea2.discourse-cdn.com/motleyfoolfree/user_avatar/discussion.fool.com/jimb05/32/49776_2.png) [@Jimb05](https://discussion.fool.com/u/Jimb05)\
**Post date:** [April 13, 2018, 10:30am UTC](https://discussion.fool.com/t/how-to-find-coming-of-age-companies/43455/6 "2018-04-13T10:30:56Z")

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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?

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**Author:** ![RaptorD2](https://g.foolcdn.com/misc-assets/discourse-member-avatar_120px_purple600.png) [@RaptorD2](https://discussion.fool.com/u/RaptorD2)\
**Post date:** [April 16, 2018, 10:24am UTC](https://discussion.fool.com/t/how-to-find-coming-of-age-companies/43455/7 "2018-04-16T10:24:31Z")

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_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. 🙂

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