We have now completed 21 ATTA BOY/OH POOP Method ER Reviews and I have to tell you - this meticulous, in-depth, leave-no-stone unturned, performance assessment and expedition into company performance is mentally exhausting. It reminds me a lot of the planning for a family vacation with children of various ages involving numerous locations, experiences and so on and so forth. But - we persevere!
Here are the updated Lists and Rankings with detailed annotations.
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A) NICE List
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BILL
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DDOG
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CRWD
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S
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GTLB
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ZI
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AFRM
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APP
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TTD - Moved to NICE List from egregious miscasting to Purgatory List and upon considerations of election year advertising pop.
10 MELI
Collective Annotations: All of these high performance companies provided rock solid ERs, are largely comprised of White Tent opportunity and genuine Flywheel potential. (Except GTLB and the Flywheel thingy - not sure about that)
B) PURGATORY List - These companies have PO-TENTIAL but have work to do.
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UPST - Coming back nicely from questionable ER. Faded Red Tent trending Pale. Flywheel.
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SE - Red Tent based on large leaking hole in EBITDA bucket. Massive Opportunity.
C) NAUGHTY List - Black Tents and holes in Buckets.
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NET - Profitable any minute now.
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CFLT - Needs Wide Acceptance to Prosper
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AMPL - Fooled a lot of Fools
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U - Perhaps best Naughty List Comeback Candidate of the Year Candidate
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MNDY - See Joseph Heller Something Happened
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GLBE - So goeth SHOP - So goeth GLBE
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BROS - Reverse Flywheel Effect?
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TWLO - Same Song Different Report
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FVRR - You’re In The Jailhouse Now
All the Best,