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HubSpot Is A Must Own In 2015

HubSpot, Inc. (NYSE:HUBS), the inbound marketing software platform company, just reported an absolute blowout quarter and full year. HUBS was already one of my favorite names in the SMB/enterprise solution space but this solidified its ranking at the top. I really think HUBS could go on the type of run that Paycom Software (NYSE:PAYC) has been on since its inception - the type of run that sees its market cap go up 10% with every earnings report and slowly move higher and higher perpetually. I really, really like this name and think that if you have some funds that need allocated to a tech name or a "solution" space within your technology allocation this has to be a name near the top of the list. Read More