Thread by @OwlWealthy

Thread on 1 of steadiest, under radar growth stocks..
#Hubspot...

#HUBS pioneered new form of mktg designed to adapt to how modern consumers shop. Inbound marketing has become cost-effective alternative to traditional outbound mktg method.

Can they compete in enterprise?

As fellow graduate students at MIT in 2004, Hubspot co-founders Brian Halligan and Dharmesh Shah noticed a shift in the way people shop and buy. Consumers were no longer tolerating interruptive bids for their attention — in fact, they'd gotten really, good at ignoring them.

With this insight co-founders created transformative way to market called "inbound", people don't want to be interrupted by marketers or harassed by salespeople — they want to be helped. Inbound marketing empowers co's to stop interrupting their customers and start helping them.

The inbound marketing Total Addressable Market (TAM) estimated by $HUBS in 2018 was $45B. In November 2019 HubSpot forecast their full year 2019 revenue to be $669 million to $670 million, representing 1.5% of TAM.

In SMB segment, $HUBS is leader. They invented inbound marketing & offer SMB customers the Rolls Royce of inbound marketing s/ware. While $HUBS has made some inroads into enterprise segment, they lack some of advanced features enterprise co's require improving ent offering

Gartner has taken notice of $HUBS. 2017 they didnt appear in Gartner’s CRM magic quadrant. 2018 Gartner ranked them as a niche player, and in 2019 they improved to challenger. on the verge of cracking into the leader quadrant, rarefied air that Salesforce, Oracle, Adobe occupy

$HUBS has a proven ability to execute in order to realize the inherent optionality of its business. At IPO, HubSpot had marketing app that was targeting SMB. They have since evolved into full suite, adding products (they call them hubs) for the sales and service functions.

#Hubspot went from most customers just adopting one of the “hubs”, to 37% of customers now adopting two and 6% of customers adopting all three.

Future growth...new hubs, ai, platform ecosysem, enterprise

CEO Brian Halligan is highly regarded by $HUBS employees. In 2019, Glassdoor ranked him as #16 on its list of top CEOs with an employee rating of 98%. Out of thousands of CEOs that’s very impressive. Top marks for HubSpots leadership.