6/3/24 - vrockstar - 
GTLB - let's be clear 9x sales isn't cheap. but 35=40% sales growth on inflecting opex leverage looks very attractive to me. stock has defn seen the pullback in the last few days as a result of B2B getting factor bodyslammed. the low key way to play this is to buy a pullback (mind the gap at $36 which is defn in play given what we've seen across the space this earnings season).
however, what keeps me wanting to go long this into the print is the google trends look bang'in and again, the biz ops/ fundamentals are good. i don't love the stock comp component - but that's par for the course for these sub-scale (sub i mean sub 20-50 bn) co's.
trends.google.com/trends/explore?date=all&geo=US&q=gitlab&hl=en
these sort of trends are what kept me w/ my smallish
ZS into print.
look at
GDDY, 
WIX and recently Ssqsp got taken private too. so while it's a slightly diff "service", there's firepower from these likes to M&A it too.
anyone have a more nuanced opinion?
GTLB - let's be clear 9x sales isn't cheap. but 35=40% sales growth on inflecting opex leverage looks very attractive to me. stock has defn seen the pullback in the last few days as a result of B2B getting factor bodyslammed. the low key way to play this is to buy a pullback (mind the gap at $36 which is defn in play given what we've seen across the space this earnings season). however, what keeps me wanting to go long this into the print is the google trends look bang'in and again, the biz ops/ fundamentals are good. i don't love the stock comp component - but that's par for the course for these sub-scale (sub i mean sub 20-50 bn) co's.
trends.google.com/trends/explore?date=all&geo=US&q=gitlab&hl=en
these sort of trends are what kept me w/ my smallish
ZS into print. look at
GDDY, WIX and recently Ssqsp got taken private too. so while it's a slightly diff "service", there's firepower from these likes to M&A it too.anyone have a more nuanced opinion?
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