I’m hoping “travel and entertainment” is all part and parcel with winning over a major partner like Microsoft.
I did have the same thoughts earlier in the year. If they can maintain 200% + annual growth rate then I don’t have a problem as much where they are spending. It only gets highlighted at credit raise and a subsequent share price slump.
LVT Price at posting:
57.5¢ Sentiment: Buy Disclosure: Held