Little Drops of Happiness

Little Drops of Happiness

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Little Drops of Happiness
Little Drops of Happiness
Part 2: Looking for Buying Opportunities in the Bessemer Cloud Index
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Part 2: Looking for Buying Opportunities in the Bessemer Cloud Index

$OKTA and $CRWD

Danielle Morrill
Mar 20, 2020
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Little Drops of Happiness
Little Drops of Happiness
Part 2: Looking for Buying Opportunities in the Bessemer Cloud Index
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Picking up where we left off yesterday, this post is a continuation of analysis of the top companies in the the BVP Nasdaq Emerging Cloud Index or $EMCLOUD. My initial screen looked at companies in the index with the following characteristics:

  • > 70% gross margins

  • > 40% revenue growth rate

  • > 50% Efficiency Score (revenue growth / free cash flow margin)

Somet…

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