Couldn’t agree more. Just listened to conference call. May be a little while to go for a re-rate but when it does will happen quickly. Lag times 1-2 years for new vertical. Sets the business up nicely for recurring revenues year on year. Build enough of them and profits will grow rapidly. It is a LT hold. Key for value is dilution so quicker they can get to break even the better.
Couldn’t agree more. Just listened to conference call. May be a...
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