Core Viewpoint - ServiceTitan (TTAN) is viewed as a business capable of compounding revenue at over 20% for an extended period, supported by strong metrics like net dollar retention [1] Group 1: Company Analysis - The company has previously received a buy rating, indicating confidence in its long-term growth potential [1] - Key metrics such as net dollar retention suggest a strong consumer base and ongoing revenue growth [1] Group 2: Investment Philosophy - The investment approach focuses on identifying undervalued companies with long-term growth potential, blending value investing principles with a long-term growth focus [1] - The strategy emphasizes purchasing quality companies at a discount to their intrinsic value and holding them to allow for compounding of earnings and shareholder returns [1]
ServiceTitan: Growth Outlook Is Even Better Than I Thought