$SEMR - Semrush is a highly differentiated SaaS platform for online marketing, managing online brands, and actively innovate by spotting new trends and keeping ahead of the competition. Checkout my deep dive at
moderngrowthinvesting.substack.com/p/semrush-semr…
Tagging and sharing with few folks on fintwit who might be interested
@richard_chu97
@MarceloPLima
@MT_Capital1
@RamBhupatiraju
@clueless_1337
@Mayhem4Markets
@GauchoRico
@investing_bear

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More from @ModernGrowthIn1

28 Oct
My Learnings and Takeaways from Rule Breaker Investing by David Gardner @DavidGFool.
6 Signs of a Rule Breaker Business,

Let's look at them one by one. Image
One.

We should look at the leaders in a new industry.

Look for companies with differentiated proprietary technology and a big head start/lead.

High-quality first movers will capture a lot of the market opportunities available in the upcoming industry. Image
Read 22 tweets
7 Oct
Want to learn what qualities you want to see in a founder/CEO when you are investing in a business?

Let's learn about some qualities identified by @iancassel @iddings_sean @IntelligentFan in their awesome books Intelligent fanatics
Intelligent Fanatics are great leaders with a simple mission and vision for their business, avid learners, great teachers, have high insider ownership, long term view, try out new things and fail, delegate, and have the guts to stand up against tough times for long term success.
So what are the characteristics of these intelligent fanatics?
1. Leading by Example
A leader should be able to attract and retain highly skilled employees to work for the greater good of the business, create systems and processes that will lead to the success of the business.
Read 13 tweets

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