Sprout Social Can Follow HubSpot

Sprout Social Inc. (Nasdaq: SPT) has started to find it’s footing after going public late last year and the stock has followed suit, up more than 100% since the IPO. The key question is where to from here and whether the company can do what HubSpot Inc. (Nasdaq: HUBS) has been able to do for the investors over the last few years. After all, investors had similar doubts about scalability, market opportunity, and competitive threats. Why it even matters? When a major adoption cycle in the digital marketing space begins,…

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ZoomInfo Is Worth Zooming In

ZoomInfo (NYSE: ZI) went public earlier this month and the stock has more than doubled since then, like many other recent IPOs. The market excitement for IPOs has not completely distinguished between long-term promise offered by the businesses, valuation, management quality, or the industry dynamics. That’s why making a simple Long or Short argument isn’t easy with the stocks hitting new highs but digging deeper into quality businesses is warranted, especially ahead of the market cooling off. ZoomInfo looks like one such quality execution story with favorable macro tailwinds. Good…

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