Just_a_guy, at the risk of cross-promotion I'll be too brief. I...

Just_a_guy, at the risk of cross-promotion I'll be too brief.

I doubled my LVT position on a recent dip. Like EVS ARR is a BIG Deal. Both have a real potential for growth to become near-parabolic at this early stage, and; I suspect both are just getting traction. Analysts love their ARR because of its steady nature straight to the bottom line. The other two main reasons are their parnership with MSFT and an element of AI.

Yes, there are similarities in their respective business models, their moats result from, I think, their proprietary algorithms.

I fear I've said too much, so will leave it at that.

OV