10'000 Hours Summary A brief update from my last coverage (17th July), I rated Smartsheet (NYSE:SMAR) a buy rating, with my key thesis being that SMAR has a strong competitive position in the industry, and it should be able to grow at >20% for the foreseeable future. While 2Q25 performance showed some weakness in the growth metrics, I still think the upside is attractive if investors have a medium-term horizon. The takeover news should also provide support for valuation. Earnings results update In the l ...