Compounders' Cup Semifinals Preview
The Recap
And then there were four. In the past week, we had four polls to set our semifinal matchups. There was an uptick in the amount of votes cast, and there were a couple of close ones.
Closest Matchup
The closest matchup this week was Crowdstrike vs. Square. 2 Square got out to an early lead, but 7 Crowdstrike made a late surge and upset the 2 seed.
Crowdstrike has generated impressive revenue growth this past year and apparently voters are convinced that it will continue. In the last quarter, Crowdstrike grew revenue by nearly 86% year-over-year.
Biggest Blowout
The biggest blowout this week was a surprising one. 3 Teladoc Health smashed 6 Shopify and collected over 70% of the vote. I was not surprised that Teladoc Health won, but I was amazed that the margin of victory was so large. Despite (and perhaps because of) having a relatively flat last couple of months, voters are expecting big things from Teladoc Health in the new year, and I cannot blame them. Once Livongo is more fully incorporated next year, I expect Teladoc to put up some pretty impressive numbers.
Semifinals Preview
The Semifinalists
1 Sea Limited (SE)
Market Cap: $99 Billion
EV/Sales: 28x
Revenue Growth: 99%
3 Teladoc Health (TDOC)
Market Cap: $30 Billion
EV/Sales: 33x
Revenue Growth: 109%
5 Nano-X (NNOX)
Market Cap: $2 Billion
EV/Sales: N/A
Revenue Growth: N/A
7 Crowdstrike (CRWD)
Market Cap: $49 Billion
EV/Sales: 63x
Revenue Growth: 86%
The Schedule
Both semifinal matchups will begin on Monday 12/28 and last for two days.
The championship will begin on Wednesday and last for two days as well.
Follow Along
Thanks for following along! It makes it much more fun when you all are engaged like you have been. Stay on the lookout for the polls on Twitter, subscribe on Youtube to get video updates, and keep staying interested in the stock market!