Asana, Inc. Class A Common Stock

Coupa Software Inc

Salesforce, Inc.

Elastic N.V.

HashiCorp, Inc. Class A Common Stock

Palantir Technologies Inc. Class A Common Stock

Qualtrics International Inc - Class A

Useful visual thanks to Meritech. Plays in black, watchlist in brown. Gotta have a big reason to buy above or close to the line - and to watch for value traps below. $COUP $ASAN $PLTR $ESTC $CRM $HCP
![](https://cdn.commonstock.com/1c4911d6ed7fc44c17d9fddf8d400852a93bbd20dd09a17ec4e253c63f747e0c-942x524.png)

love these kinds of scatter plots. valuation vs metric. can also be especially interesting when trended over time. def important to dig into the estimate calcs. here i would've prob looked at EV/FreeCashFlow for some of the value traps.

delos

NTM Gross vs Rev Growth

Bought 62% more COUP

Bought 111% more XM

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Johnnysharp