Thanks Will - I'd echo what you mentioned. Their fundamentals are 109% Rev growth with 173% NRR and GM Adjusted CAC payback of <15. They had one of the best quarters amongst SaaS companies in Q3. Based on the following, I just don't know if it'll ever drop to $225 for a decent entry, but they are certainly on my radar.
Thanks Will - I'd echo what you mentioned. Their fundamentals are 109% Rev growth with 173% NRR and GM Adjusted CAC payback of <15. They had one of the best quarters amongst SaaS companies in Q3. Based on the following, I just don't know if it'll ever drop to $225 for a decent entry, but they are certainly on my radar.