ZI - High Growth IT Stocks In Land Of Inflation And Higher Interest Rates: A Shopping List

• The thesis presented in this article is that high growth names are able to produce sizeable returns despite the headwinds of inflation and higher interest rates.
• The thesis is supported by notable valuation compression in many names that has proceeded unremarked through much of 2021.
• In addition, most high growth companies are expanding their TAMs by aggressive moves into what are best described as adjacencies.
• Further, CAGR estimates for high growth companies have improved, and the evidence suggests that this trend will continue.
• And while not universal, many high growth IT vendors have been able to enhance their profitability and to generate surprisingly high free cash flow margins.

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