GTLB

The market was having a nice week until Thursday. Then of course, investors started to worry about a hot inflation print, and they got what they feared on Friday. The net result was another share price implosion. Readers will notice that these 3 companies aren’t seeing any pullback in the growth of their business. While the…

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I usually don’t offer much in the way of trading commentary about individual positions. I often misread the cause of moves and in these days of algorithmic trading and volatility, it doesn’t take much for stocks to show surprising upside spikes. In the last couple of trading days, GitLab, which I recently recommended, and Braze,…

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Can a high growth/high value name find happiness in the current investment environment ? Why write an article about GitLab’s (GTLB) now? GitLab shares are anything but the lowest valued shares, at least on an EV/S basis. They are, of course, much cheaper than they were immediately after their IPO. Even after a bit of recovery after…

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Summary Shares of High-Growth software companies have led the market down so far in 2022. The decline in valuations and absolute share prices has been at rates that rival anything in the recent past. This decline has occurred against a background of strong and growing demand in the Information Technology (IT) space. Ironically, software demand…

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