Whilst hinged around a flippant acronym (SMART), this article contains some interesting food for thought about monster companies and monster returns hiding in plain sight as well as interesting data in support of a number of companies that quite a few of us have in our portfolios. (I have 4 of the 5 holdings).
I follow this author (App Economy Insights), on SA as they often cover SaaS investing and provide updates on quite a lot of interesting data across the SaaS universe including rule of 40 and PS ratio to growth rates comparisons.
https://seekingalpha.com/article/4357588-smart-stocks-are-ne…
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