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Mark Hines
July 25, 2023
Quick Note

Quick Note: Software Stocks (High Growth Plus a "Moat")

Mark Hines
July 25, 2023
Quick Note

Quick Note: According to Morningstar, these are the Software companies with an "economic moat" (narrow or wide) and a 5-year Sales Growth rate of 25-50% (NET, DOCU, PANW, PAYC, SNOW…).

And these are the ones with a moat and >50% 5-year revenue growth (SQ, CRWD, DDOG, SHOP, ZM, ZS).

Newer PostGoogle Earnings Note
Older PostAres Capital: 40 Big-Yield BDCs Compared
 

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