HUBS

Investment Analysis Clubs Saul’s Investing Discussions
1

Anybody thinking of adding to HUBS?

I think today I will add NVDA and SHOP. Let go one of my old losers. ERF.

Maybe pick up a position in BlackLine.

I haven’t done good due diligence on HUBS.

Just wondering.

Cheers
Qazulight

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2

Anybody thinking of adding to HUBS?

I added, but just a little.

Saul

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Our target customer in the mid-market loves this initiative. They’ve got a choice. They can either buy a website, an SCO tool, a social media app, an advertising application, a web analytics tools, a marketing automation tool, a landing page tool, a CRM system, sales automation tools, et cetera, et cetera or they can buy One HubSpot. It’s one vendor to deal with, one user interface to learn, one number to call if they get stuck and one bill to pay.

Having all those software tools must be at least a partly broken process for companies. And revenues etc are doing nicely.What’s not to like?

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4

Anybody thinking of adding to HUBS?

I added, but just a little.

Saul

Thanks