Hearing a lot about how frothy the markets are, so I did some quick valuation work on my portfolio.

EV/Sales of each business I own:

$SQ - 11.3
$SPOT - 6.1
$ROKU - 12.9
$MTCH - 13.6
$MA - 17.8
$SMLR - 7.9
$EA - 6.3
$AYX - 26.3
$LVGO - 44.1

Price appreciation ≠ overvaluation