I wrote about $PINS, $ZM, and $DOCU recently and tried to show why their Net Promoter Scores and reasonably priced growth make them attractive long-term options.

Pinterest's ARPU remains my core focus -- especially internationally.

Zoom's FCF generation and strengthening suite of products look too cheap at 25x FCF.

DocuSign still needs to show growth beyond e-sigs, but Net Retention of 119% works for now.