
Ep. 84: Austin Lieberman: Why Investors Shouldn't Be Afraid Of Expensive Stocks
Investing With IBD
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How to Find the Right Software Business for You
The types of companies that I'm really interested in right now are software based. And the reason for that is because the world, as we've especially seen it now, but even before COVID is forced to move more digital in more software. They don't have to produce a new physical thing that costs a lot of money or build out a new oil line or deliver a new vehicle. So generally I like to look for 130% or so dollar based net expansion rate. It'll be on a list and it's easy to kind of throw a lot of companies out that don't meet those high level criteria at first.
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