Klaviyo: Larger TAM, Upmarket Push, And New Products Support Growth

Group 1 - The core investment thesis for Klaviyo (NYSE: KVYO) remains positive, with a projected growth rate of 30% in the foreseeable future [1] - The company has evolved, indicating a shift in its operational or strategic focus [1] - The investment strategy emphasizes long-term investments while also considering short-term opportunities to enhance returns [1] Group 2 - The analysis is based on a bottom-up approach, focusing on the fundamental strengths and weaknesses of individual companies [1] - The investment horizon is medium to long-term, aiming to identify companies with solid fundamentals and sustainable competitive advantages [1]