Disclosure
We are short shares of HubSpot, Inc. (HUBS) Please click here to read full disclosures.
We are short shares of HubSpot, Inc. (HUBS), an unprofitable SaaS company that, despite the recent downward re-rating of the tech sector, still trades at 20x forward revenue. HubSpot is not worth anything close to its current valuation. The company is a COVID beneficiary whose future growth will likely pale in…