I’m excited and very hopeful though agree with all points -...

I’m excited and very hopeful though agree with all points - valuation is high close to 20x ASR revenue - which could actually be cheap at 400% growth p/a - as you say IF they can keep up strong growth - and, at a solid profit from increased sales spend.

There is obviously solid and rapid growing demand and that is where I usually find your best chances are - the market and companies can lie about all sorts of things but the proof at the end of the day is with the market, customers and sales/revenue growth - is (unless of course you are talking about BIG which I have two small parcels stuck in right now but let’s not go there...)