MongoDB (MDB) on a massive run – time to buy or short?


MDB went from $140s to $190s after earnings. Is this big jump justified given the valuation? They generated a surprise non-GAAP profit, beat on revenue and guidance was good. Net loss is higher than a year ago even with 40%+ YoY revenue growth. They have never been profitable and macro-environment is not helping. P/S/ of 10.19, P/B of 18.05 seems rich. Should this be shorted or is it the next big thing?


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