Part 2: Looking for Buying Opportunities in the Bessemer Cloud Index
$OKTA and $CRWD
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)
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