3 Comments

oh i hope you didnt sell. I read this report last year and still didnt pull the trigger.

Expand full comment
author
Mar 15·edited Mar 15Author

Hey Kartik, it's still a very impressive company. Better set up 2022 and currently trading at ~30 P/E NTM and 27x CY '25.

Expand full comment

Really great analysis here. Appreciate it.

Expand full comment