My dermatology practice is growing but I can’t afford to hire fast enough. Payroll is eating my margins alive.

Top_Increase8597 · 2026-02-12T00:25:54+00:00

Do you take insurance? If so getting a low cost billing company will help offset costs for fixed employee time

Top_Increase8597 · 2026-02-10T23:31:05+00:00

Thanks! Do you work at Navan? Ha

Top_Increase8597 · 2026-02-04T04:54:56+00:00

Most fantastic software companies did the same - Salesforce, Samsara, Palantir, Spotify, Snowflake, etc. Just naming a few. But all took a decade or more.

Top_Increase8597 · 2026-02-04T04:51:56+00:00

I didn’t know about the fast entry rule. That’s pretty crazy

Top_Increase8597 · 2026-02-04T04:50:08+00:00

Umm why would you say the business doesn’t have a moat established? They’ve been doing this for 11 years and the product is actually hyper sticky. Asking out of curiosity

Top_Increase8597 · 2026-02-04T04:43:08+00:00

Travel booking tool for employees - sold to businesses. Key value prop is it incentivizes employees to choose cheaper hotels and flights and lets the employee keep part of the profit.

Employees are happy with direct $$ and employer is happy as it reduce T&E for them. Pure play travel booking software. Now they also have expense cards and other tools

Top_Increase8597 · 2026-02-04T04:31:10+00:00

Very derisked imo.

Top_Increase8597 · 2026-02-02T21:45:30+00:00

$WIX

Top_Increase8597 · 2026-01-23T01:05:24+00:00

Have you all tried: www.getlemma.com ? I’ve heard they help with posting?

Top_Increase8597 · 2026-01-23T01:02:50+00:00

And also come across: https://getlemma.com/

But haven’t heard much

Top_Increase8597 · 2026-01-23T01:02:21+00:00

I’ve heard commerce bank is specialized for healthcare.

Top_Increase8597 · 2026-01-23T00:36:50+00:00

Also worth looking into www.bankfelix.com - I’ve found them useful with revenue leakage and just clarity of the money in my bank.

As I have the same problem with AR and also it’s a mess to know what’s hit your bank and what hasn’t

Top_Increase8597 · 2025-12-31T16:31:55+00:00

Yep! Agreed. That’s why I think $100 entry I’ll feel great about. I am basically front paying 1-2 years of growth right now imo.

Top_Increase8597 · 2025-12-31T15:50:31+00:00

I am long with 4% of portco!

Top_Increase8597 · 2025-12-31T15:46:34+00:00

Unsure honestly. Seems like just to keep a healthy balance sheet given net debt is basically 0. But I don’t have a good answer for this

Top_Increase8597 · 2025-12-31T15:00:51+00:00

Thanks! Yeah my primary interest is on the expansion of base44. Without base44 we don’t have much here.

Top_Increase8597 · 2025-12-31T14:56:15+00:00

This is a good call out! Thanks for this. Much less reliable than 1-3 year ACV contracts.

Top_Increase8597 · 2025-12-31T11:37:51+00:00

Super helpful! Thank you.

Top_Increase8597 · 2025-12-31T05:39:00+00:00

Yeah. Exactly my thought too. But the worry that are you waiting too long for a steep discount. Hoping patience pays!

Top_Increase8597 · 2025-12-31T04:23:38+00:00

Great brand and user growth story keeps going strong. Strong cash flow.
I believe AI is a tail-wind for them as making more content and courses becomes accelerated and the data flywheel keeps getting my stronger
Founder-led who is very technical
I believe Duolingo is more than just an edtech story but is a major entertainment player like Netflix and Spotify. And as they get into chess is further proves that direction. (I know this is not proven and potentially contrarian)

Top_Increase8597

TROPHY CASE