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

My previous investment thought on Klaviyo (NYSE: KVYO ) was a buy rating because the growth runway remains clear for 30% growth in the foreseeable future. What is clear now is that KVYO has evolvedI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-term. Ultimately, I aim to id ...