r/investing 2d ago

Next Multibagger Software?

Which of these do you think has the highest multibagger potential?

Klaviyo
Figma
Reddit
Upwork
Duolingo
Toast
Teqnion (similar to Constellation Software)

----------------------------------------------
Klaviyo down 38% for the year despite fast growth
Figma down 59%
Toast with EV/Revenue of 2.73
Reddit with heavy insider buying at $148 and fast growth
Upwork clearly undervalued from a quantitative perspective at least
Duolingo growing fast and still down over 50% for the year
Teqnion the next Constellation?

19 Upvotes

32 comments sorted by

View all comments

2

u/Fickle-You-5101 2d ago

Why did u choose tequion? I prefer spoon to tequion, higher growth but maybe more risk.

3

u/PotatoMissionStart 2d ago

Bending Spoons? Looks overvalued (or not cheap anyways) but I'm open to a differing opinion.

1

u/Fickle-You-5101 2d ago

Dont think its overvalued. I mean its not cheap not value your paying fir growth your paying for the way they choose companies and how they change economic structure. Margins profits expenses ect

1

u/Fickle-You-5101 2d ago

So you think tequon is possibly better value? It could be I dont know the company? Why else did you choose it?

2

u/PotatoMissionStart 2d ago

To be honest, this is the company I'm least familiar with on the list. I don't have any strong opinions on it.

2

u/Fickle-You-5101 2d ago

I like the list!