GitLab: Finally, The Multiple Has Become More Attractive (Rating Upgrade)

Core Insights - GitLab (NASDAQ: GTLB) is identified as a compelling investment opportunity that is currently underappreciated in the market [1] - The focus is on companies with a market capitalization of less than $10 billion, which are expected to have significant growth potential [1] - A long-term investment perspective is emphasized, suggesting that this approach may yield higher returns compared to short-term strategies [1] Investment Strategy - The investment strategy is primarily conservative, with occasional pursuits of opportunities that present a favorable risk-reward ratio [1] - The ideal companies should demonstrate a long-term capability of capital compounding, with a high compound annual growth rate that could potentially deliver tenfold returns or more [1] - A proportional allocation of investments is maintained to ensure overall portfolio stability while pursuing high-potential ventures [1]