HeyJaredCompounding Your Wealth
Long-term investing strategies. Deep Dive into growth stocks and detailed analysis of earnings reports to empower your investment decisions.
- Indexed issues, last 90 days
- 14
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Aug 27, 2026
Latest issues
Sea Limited: Growth Accelerating, but Is TikTok Shop a Major Threat? (opens the original)
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Sea Limited has transformed significantly since 2021. Shopee continues gaining market share across Southeast Asia, with revenue growth accelerating to 48.2% YoY. Monee is expanding rapidly, and Garena continues generating strong cash flow.And all 3 segments now are profitable, with valuation multiples below historical medians, key question is competition rising from TikTok Shop. Let’s dig in.Table of Contents:1. Company Overview. A brief summary of the company, including its mission, sector, <s
SaaS valuation, weekly recap (opens the original)
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Each week, I’ll publish a recap breaking down the key valuation metrics across the SaaS sector, highlighting where growth, efficiency, and market expectations intersect.Table of ContentsForward EV/Sales vs. NTM Estimated Revenue Growth (current and historical chart), including the top 10 fastest-growing SaaS companiesForward EV/Gross Profit vs. NTM Revenue GrowthPSG (Price/Sales/Growth) — current and historical chartForward P/E vs. NTM Revenue Growth
Cloudflare Is Winning from Agentic AI Traffic, but Is It Already Priced In? (opens the original)
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Cloudflare’s revenue growth accelerated to +35.9%, and RPO growth also accelerated to +38.2%, with DBNRR improving to 120%.Execution has improved as Cloudflare benefits from rapidly growing AI-agent traffic. In Q2, the company added record net new ARR, with +70% YoY growth.Act Four expands Cloudflare’s platform into agent infrastructure and payments. In Q2 2026, Cloudflare introduced Monetization Gateway, Wallets, and cloudflare(.pay) for autonomous agents, signif
SaaS valuation, weekly recap (opens the original)
Read excerpt
Each week, I’ll publish a recap breaking down the key valuation metrics across the SaaS sector, highlighting where growth, efficiency, and market expectations intersect.Table of ContentsForward EV/Sales vs. NTM Estimated Revenue Growth (current and historical chart), including the top 10 fastest-growing SaaS companiesForward EV/Gross Profit vs. NTM Revenue GrowthPSG (Price/Sales/Growth) — current and historical chartForward P/E vs. NTM Revenue Growth
SaaS valuation, weekly recap (opens the original)
Read excerpt
Each week, I’ll publish a recap breaking down the key valuation metrics across the SaaS sector, highlighting where growth, efficiency, and market expectations intersect.Table of ContentsForward EV/Sales vs. NTM Estimated Revenue Growth (current and historical chart), including the top 10 fastest-growing SaaS companiesForward EV/Gross Profit vs. NTM Revenue GrowthPSG (Price/Sales/Growth) — current and historical chartForward P/E vs. NTM Revenue Growth
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