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SMAR - Smartsheet Inc.

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  • Fast growing company with sales increasing 30-40%
  • Stock down ~30% from highs
  • 125% retention rates
  • Founder led company 
  • Gross margin of ~75%
  • Large holding for Pat Dorsey (not a great reason) but not irrelevant either based on his track record. 
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  • Parsad changed the title to SMAR - Smartsheet Inc.

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