The 1st and 2nd ranked analysts on tip ranks both picked Smartsheet as their number one pick right now.Is a SaaS company with according to them very large Tam and years of growth a head.I know this company was mentioned in the past but wondering thoughts on it
HI Evanjoy.
One of the great things about the board is the willingness of people to offer thoughts, or analysis / links to such.
What do you think of SMAR?
There are some great templates/examples to put together your own analysis - this will help your own development as an investor and you are bound to get further help on here if you have a go yourself first.
I may have misread the tone of your message (easily done online), so apologies if I’m out of line. It just sounds a bit like you are asking others to do the work for you.
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But as a more immediately helpful response, iirc the hard question to answer was ‘how dominant is the company in the problem that it solves’, vs other solutions. It is a very competitive space. Its competitive advantage period isn’t assured, which gives me pause.
Certainly, the YoY growth looks great, gross margins are good, but it doesn’t obviously dominate its niche like a AYX
TWLO or TTD from what I can see so far.
What are your thoughts?
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Check out original post # 42908 and the discussion from June 2018. There is a good discussion on SMAR.
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Check out original post # 42908 and the discussion from June 2018. There is a good discussion on SMAR.
For ease of navigation, here is a link to that thread:
https://discussion.fool.com/smartsheets-smar-33098640.aspx?sort=…
-volfan84
no Smartsheet position