Since the beginning of the year, one of the biggest winners in my portfolio has been Yext (YEXT), the 2017 software IPO that specializes in an area it calls “digital knowledge management.” Initially spun as a company that helped businesses manage the online presence of their physical customer-facing sites (think restaurants, banks, and the like), Yext has evolved into more of a platform company in which enterprises can seamlessly manage and push out updates on location-based data throughout the web.
Shares of Yext rallied approximately 10% after posting fourth quarter