Part 7/8:
Conclusion: Highest Conviction Pick
During the discussion, Brian expressed a particular affinity for HubSpot, citing it as his highest conviction pick among the three discussed companies. The firm’s forward-thinking approach to inbound marketing and its established leadership in the space positions it well for continued success. As smaller companies with significant growth potential, HubSpot, AppFolio, and Paylocity showcase the opportunity that exists within the realm of small-cap tech stocks.