SakeTami
Tom Nash
Tom Nash

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Top Stocks List - Jan 15, 2025

https://drive.google.com/file/d/1CmBr9UWuea8NUf7uxgnaV59hf3hTU6aV/view?usp=sharing

Comments

Hi Tom, Do you have the stocks in the list for your portfolio?

luckybaby

The company's product is open source. Downstream companies using MongoDB don’t necessarily need to rely on them for services—they can build their own specialized teams, seek help from the community, or turn to third-party companies. But how can they ensure profitability or generate revenue? Large companies are likely to develop their own foundational data platforms, while smaller companies probably won’t use MongoDB to build their own applications; they would likely just use cloud services instead.

Amber zhu

just posted a full breakdown of why I like it

Generico Fakero

Hey Tom! MongoDB is an interest add to your list... at first glance it doesn't seem to pass a number of the tests you teach in ROIC, but I do see the potential correlation between companies (like Palantir ::insert raised eyebrows::) that could be integrating their platforms with database solutions that MongoDB provides... any chance you'd be willing to expand a bit on why you like these guys?

Mikaelyn Austin

Thank you for the update!

MC


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