 AppFolio, Inc. Why a multibagger?🤔
AppFolio, Inc. provides cloud-based software solutions to the 🏘️property management and ⚖️legal industries. While not a consumer-facing brand, Appfolio is a leader in its field with revenues up 34.8% year-over-year in 2019 and earnings up 81.7% the same period. We expect this strong performance to continue, and for Appfolio stock to keep outperforming. | (APPF) | Hold | Mid |
 Avalara Inc. Why a multibagger?🤔
Avalara provides cloud-based transaction tax compliance solutions. As boring as this may sound, Avalara increased revenues 28% y-o-y in 2019. We believe the stock will be a multibagger in the mid-term, as transaction tax compliance becomes complicated and demand for Avalara’s tax automation services will increase. | (AVLR) | Hold | Mid |
 Alteryx, Inc. Why a multibagger?🤔
Alteryx, Inc. is a subscription-based platform that allows organizations to prepare, blend, and analyze data from a multitude of sources and benefit from data-driven decisions. In a digital world, entreprises must deal with increasing amounts of data, and Alteryx’s solution are in big demand. That’s why sales in 2019 doubled from previous year. | (AYX) | Hold | Mid |
 Bill.com Holdings Inc. Why a multibagger?🤔
Bill.com provides software that automates the financial operations of small and midsize businesses, such as accounts payable and accounts receivable. Revenue increased 66% in 2019, and we expect the high-growth phase to continue in the future as businesses become more digital. | (BILL) | Hold | Mid |
 Coupa Software, Inc. Why a multibagger?🤔
Coupa Software provides business spend management (BSM) solutions to companies of all sizes. As entreprizes adapt to the digital world, Coupa provides a necessary service to all companies, and the 109% revenue growth in 2019 shows that Coupa Software will continue winning in the future. | (COUP) | Hold | Mid |
 CrowdStrike Holdings, Inc. Why a multibagger?🤔
Crowdstrike provides cloud-delivered cybersecurity solutions through a SaaS subscription-based model. Revenue surged 110% in 2019, but we believe the companay is still in the very early stages of growth as cybersecurity is a sector with strong growth prospects.🚀 | (CRWD) | Buy | Mid |
 Datadog, Inc. Why a multibagger?🤔
Datadog, Inc. develops cloud-based solutions for the IT departments, providing services for infrastructure and application performance monitoring. The company’s hyper-growth rates proves the quality and the stickiness of its platform, as revenue almost doubled in 2019 from a year ago. Datadog is also one of the few high-growth software names that is profitable and cash-flow positive!💸 | (DDOG) | Buy | Mid |
 DocuSign, Inc. Why a multibagger?🤔
There’s no doubt that 🖋️electronic signing of documents is the future. That’s DocuSign’s main offering and is so good at it, that it has become a ~$40 billion company. DocuSign is the clear winner of digitization and ofthe emerge of remote-work. Just don’t bet against DocuSign. | (DOCU) | Hold | Low |
  nCino, Inc. Why a multibagger?🤔
nCino is not a consumer-facing company so you may never have heard of it before. The company’s mission is to modernize the operating systems of banks, so they can compete with new fintech startups that offer more consumer-friendly services than the established banks. nCino is on the multibagger list as its cloud-based operating system is much needed and the 150% surge in trading debut earlier this year, shows that investors believe in this name, and we believe in it too! | (NCNO) | Hold | Mid |
 Okta Inc. Why a multibagger?🤔
Okta is the leader in identity management services for the enterprise. The firm’s products include single sign-on, multi factor authentication, API access management, authentication, user management, and lifecycle management. Okta is growing fast (47% revenue growth in 2019), as its platform provides security and ease of use for companies. We expect this strong performance to continue. | (OKTA) | Hold | Mid |
 Paycom Software, Inc. Why a multibagger?🤔
Paycom provides cloud-based human capital management (HCM) software solutions. This is a much-needed service for companies, to manage the complete employment life cycle from recruitment to retirement. It is a well-managed, high-growth– 30% revenue growth in 2019– and profitable company.👌 | (PAYC) | Buy | Low |
 Smartsheet, Inc. Why a multibagger?🤔
Smartsheet’s product is a cloud-based platform for work management.It offers ways for customers to plan and manage their work using grids, projects, cards, and calendars. Employees and entrepreneurs always look for ways to increase their productivity and Smartsheet provides the platform. The 60% surge in revenue in 2019, shows that Smartsheet is a great product–the most important thing for a company’s long-term success!🎉 | (SMAR) | Buy | Mid |
 ZoomInfo Technologies, Inc. Why a multibagger?🤔
An analyst has called ZoomInfo “the holy grail of sales!” Why such a kind words? The company offers a cloud-based platform that helps sales and marketing teams find clients in the digital world.🧑💻 The platform offers sales leadership, sales development, marketing and demand generation; sales and marketing operations; and recruiting. Revenue more than doubled in 2019, which indicates the huge demand for the company’s software. The company’s also cash-flow positive, a rarity among high-growth software names! | (ZI) | Buy | Mid |
 Zscaler, Inc. Why a multibagger?🤔
Zscaler’s product is a cloud-based internet security platform. The company has a strong performance with sales up 60% in 2019. The momentum is expected to continue as the increase in remote-work make Zscaler’s services a must for all companies. | (ZS) | Buy | Mid |
