If you are a subscriber to Rule Breakers there is a recent audio extra - linked here…
If you’re not familiar with Fool analyst Tim Beyers’ work he is a long-time Fool with a focus on media/internet. He knows this space well. In this audio clip he raves about Hubspot, noting that the business model reminds him of Salesforce in its early days, the way they develop long term relationships with customers, have engaged founders in key roles and more.
I am admittedly biased toward Beyers’ picks as one of my best investments was Marvel - which Tim had correctly lost his mind for years ago, before it was tragically scooped up by Disney, crushing massive future gains.