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Snowflake
Cvent (potentially) a quiet compounder in the making
The Beast Within the Beast: Instagram
Zebra: The Industry Leader in Warehouse Automation
FICO: The Industry Standard
CVS: The One-Stop Shop for Pharmacy Needs
Iteris and the Roadway Sensor Industry
Angi Risk/Reward is Worth It
Perimeter Solutions: an overlooked SPAC
Mitek Systems Is A Monopoly
Sea Limited's Growth Opportunities Are Not Priced In
