This article by Jake Rosser is excerpted from a letter of Coho Capital Management.
One of the most important attributes we look for in portfolio candidates is long reinvestment runways. With exposure to several sizable revenue opportunities including competitive research, talent management, and customer experience management, our newest holding, SurveyMonkey, has ample runway and is ready for liftoff (its management has guided to 17-20% annual topline growth for the next four years). The company’s total addressable market, or TAM, is $27 billion and it has so far penetrated less than 1% of the 335,000 organizations that use its products, allowing for considerable expansion.
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