8 Comments

Fantastic overview thank you

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Thanks for reading!

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Thank you very much, I didn't know the company but I'll take a look after your interesting article!

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Glad to help.

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Great write up and it sounds like an awesome company. But at 20x revenues, the future has to be pretty rosy to make a good investment thesis

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Appreciate that you liked the write-up. The revenue multiple isn't lost upon me.

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long.

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Yes it was about 50% longer than my usual write-ups. Hope you enjoyed it.

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