The biggest thing to watch with LVT is the current valuation - everything else looks very solid - the market has a strong premium on it now probably due to the MS deal - will be interesting to see how it pans out - if the revenue growth keeps up at 250% pa it will go one way I reckon (bar a market meltdown of course).
PS - always do your own research I am in software sales and have been doing this investing thing for nine years but not a professional and can’t give advice - listen to lots of perspectives...