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New Position: $PCOR
$PCOR is a SaaS Construction industry leader with a unique highly integrated, open, and extensible platform that enables businesses to accelerate and manage their entire construction projects and enables them to move very fast and save them a lot of money along the way. They have moats with their platform integrations, products portfolio, innovation, and have a proven acquisition strategy. Procore is a high-growth, break-even business with a large runaway for further growth.

I wrote a brief about them on my old blog, will publish an update this year.


Also, subscribe to my new blog for the latest updates - https://www.moderngrowthinvesting.com/

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