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Published: Sept. 6, 2020, 10:13 p.m.

Join Peter Offringa from softwarestackinvesting.com, Muji from hhhypergrowth.com, and 7investing Advisor Austin Lieberman as they discuss investing in high-growth software companies.  Stocks Discussed: Fastly (FSLY), Cloudflare (NET), Datadog (DDOG), Zoom (ZM), Crowdstrike (CRWD), Agora (API)

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Timestamps:
00:00 Introductions  

01:30 Peter Offringa's professional background 

03:30 How Peter started investing 

06:00 Peter's investing style and what he looks for in companies 

08:45 Muji's professional background 

09:30 Muji's investing background and experience during the .com bubble 

13:40 How Muji came up with "Hhhypergrowth" 

14:30 How .com, great financial crisis, and COVID-19 has impacted their investing 

20:00 How software companies have empowered businesses to adapt during COVID-19 

22:00 Are tech companies in a massive bubble right now? 

30:30 How writing has impacted their investing 

41:30 Resources to find investing ideas and deeply research companies 

54:00 As of August 15th what earnings reports they are most bullish and bearish on 

55:00 Peter's excitement for Fastly's quarter 

57:00 Peter's cautiousness on Datadog over near-term 

58:30 Muji's disappointment in Alteryx's most recent quarter 

59:30 Muji's excitement for Datadog and Cloudflare 

01:04:00 Fastly and Cloudflare similarities and differences 

01:12:00 What happens to Zoom when the world "goes back to work"? 

01:16:39 Listener questions  01:16:57 How do you think about companies being disrupted vs high-valuation? 

01:21:20 What are the chances a company like Fastly or Cloudflare gets acquired by a big cloud vendor like Amazon? 

01:24:22 5G and Future use-cases for edge computing? 

01:27:20 Is Agora considered an edge play? Who do they compete with? 

01:34:00 What do you buy tomorrow if you have to sell Fastly and Cloudflare?

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