tags:

• thesis/growth
• analyst/bristlemoon-capital
• sector/software ...

Imagine a company that sells a mission-critical product into a durable customer base. Without that product, those customers can’t make sales. Now imagine that this mission-critical product comprises a miniscule part of the customer’s overall costs. And despite having a set of competitors that are lethargic and slow moving, the company has historically not pushed through material price increases, creating latent pricing power. 

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