Seems like great company. Amazing growth. Has pulled back 50 percent and now retracing a bit.
I circled back to this. How do you get comfortable with valuation even after the drop ? Analysts have like 8 $ in eps in 29. So 40x pe or 10x projected 2 billion revenue is nearly any upside. Maybe I’m missing something? Unless you think they can crush estimates and become the learning super app. Capturing massive tam. Might be too hard for me on Surface. They do have impressive rule of 40 and gross margins. Has a starter stake up 15 percent
Posted by Impossible-Sweet-111