March 20, 2020 · Archive

Part 2: Looking for Buying Opportunities in the Bessemer Cloud Index

Picking up where we left off yesterday, this post is a continuation of analysis of the top companies in the the BVP Nasdaq Emerging Cloud Index or $EMCLOUD. My initial screen looked at companies in the index with the following characteristics:> 70% gross margins> 40% revenue growth rate> 50% Efficiency Score (revenue growth / free cash flow margin)Something I want to mention is that some …

From the archive

The rest of this post is part of A Ticker a Day

In 2020 I researched one publicly traded company every weekday and decided, in public, whether to put $10 into it or into the index. This is one of those posts. The archive isn't open right now — I'm working on bringing A Ticker a Day back, rebuilt so the portfolio tracks itself.

No list, no automated email — just a note from me when there's something to read.

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