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Semrush's sustainable growth momentum makes the stock a good buy

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The 2010s was a decade of aggressive growth for new startups, characterized by burning investor capital to gain market share at all costs. However, the companies that managed to outgrow competitors, gain market share, and establish themselves as leaders in their respective industries now possess a powerful competitive advantage.

This decade contrasts sharply with the last, as most companies are now focusing on sustaining their market share rather than aggressively spending to gain more. The high interest rate environment has made it prohibitively expensive for smaller players to challenge well-established names.

In the digital marketing space, Semrush ($SEMR) stands out as the clear leader. Despite the challenging macro environment, the company is thriving thanks to its leading position in the SEO space and its increasing focus on enterprise customers. Semrush's stock has fallen nearly 20% over the past month, after a rise of over 100% in less than 12 months, creating a very attractive entry point for a high-quality leading tech name. Let’s take a deeper look.

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